MD Financial Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

MD Financial Management’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$18.4M	Buy	341,395 +5,201	+2%	+$285K	0.44%	47
2021 Q3	$18.3M	Buy	336,194 +38,407	+13%	+$2.17M	0.46%	46
2021 Q2	$15.9M	Buy	297,787 +12,747	+4%	+$724K	0.46%	46
2021 Q1	$15.2M	Buy	285,040 +22,022	+8%	+$1.26M	0.44%	39
2020 Q4	$15.4M	Hold	263,018	–	–	0.49%	39
2020 Q3	$14.3M	Hold	263,018	–	–	0.58%	37
2020 Q2	$13.8M	Sell	263,018 -1,424	-0.5%	-$71.9K	0.75%	32
2020 Q1	$12.9M	Buy	264,442 +435	+0.2%	+$23.1K	0.8%	30
2019 Q4	$14.6M	Buy	264,007 +1,233	+0.5%	+$67.3K	0.73%	29
2019 Q3	$14.4M	Sell	262,774 -458,613	-64%	-$25.2M	0.75%	32
2019 Q2	$40.1M	Buy	721,387 +293,338	+69%	+$15.8M	1.94%	20
2019 Q1	$23.1M	Sell	428,049 -6,213	-1%	-$334K	1.06%	27
2018 Q4	$22.6M	Sell	434,262 -22,847	-5%	-$1.19M	1.13%	27
2018 Q3	$24.1M	Sell	457,109 -409,762	-47%	-$21.8M	1.09%	27
2018 Q2	$47M	Buy	866,871 +182,927	+27%	+$10.3M	2.17%	20
2018 Q1	$40.7M	Sell	683,944 -90,710	-12%	-$5.33M	1.95%	23
2017 Q4	$44.6M	Buy	+774,654	New	+$44M	2.18%	22

Other funds holding WIP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return