KCM
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Kathmere Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kathmere Capital Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-663
Closed -$69K – 366
2020
Q4 		$69K Sell
663
-118
-15% -$12.2K 0.01% 219
2020
Q3 		$81K Buy
+781
New +$80.8K 0.02% 196
2020
Q2 		– Sell
-52,154
Closed -$5.21M – 123
2020
Q1 		$5.21M Buy
52,154
+7,762
+17% +$780K 1.89% 22
2019
Q4 		$4.47M Buy
+44,392
New +$4.45M 1.59% 24

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return