LFA
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Level Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-500
Closed -$49.3K – 237
2023
Q4 		$49.3K Sell
500
-367
-42% -$35.8K 0.02% 114
2023
Q3 		$84K Buy
867
+474
+121% +$46.1K 0.05% 84
2023
Q2 		$38.4K Hold
393
– – 0.02% 119
2023
Q1 		$39K Buy
393
+271
+222% +$26.5K 0.02% 111
2022
Q4 		$12K Buy
122
+119
+3,967% +$11.6K 0.01% 157
2022
Q3 		$0 Sell
3
-116
-97% -$11.6K ﹤0.01% 329
2022
Q2 		$12K Buy
119
+117
+5,850% +$12.1K 0.01% 178
2022
Q1 		$0 Sell
2
-54
-96% -$5.69K ﹤0.01% 281
2021
Q4 		$6K Buy
+56
New +$5.93K ﹤0.01% 200

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return