PO
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Private Ocean’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Private Ocean’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
Q2 		$8.66K Buy
87
+7
+9% +$694 ﹤0.01% 396
2024
Q1 		$7.93K Buy
80
+29
+57% +$2.87K ﹤0.01% 383
2023
Q4 		$5.04K Buy
51
+5
+11% +$487 ﹤0.01% 414
2023
Q3 		$4.44K Buy
+46
New +$4.47K ﹤0.01% 411
2022
Q4 		– Sell
-28
Closed -$2K – 627
2022
Q3 		$2K Buy
+28
New +$2.8K ﹤0.01% 490
2022
Q2 		– Sell
-23
Closed -$2K – 649
2022
Q1 		$2K Hold
23
– – ﹤0.01% 511
2021
Q4 		$2K Buy
+23
New +$2.44K ﹤0.01% 530
2019
Q2 		– Sell
-631
Closed -$63K – 510
2019
Q1 		$63K Sell
631
-2,932
-82% -$290K 0.02% 178
2018
Q4 		$350K Buy
3,563
+3,298
+1,245% +$324K 0.1% 76
2018
Q3 		$26K Buy
+265
New +$26.2K 0.01% 199

Other funds holding STIP

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return