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Procyon Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Procyon 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
2021
Q4 		– Sell
-3,431
Closed -$362K – 348
2021
Q3 		$362K Sell
3,431
-955
-22% -$101K 0.09% 204
2021
Q2 		$466K Buy
+4,386
New +$466K 0.13% 148
2021
Q1 		– Sell
-1,922
Closed -$201K – 258
2020
Q4 		$201K Hold
1,922
– – 0.1% 222
2020
Q3 		$200K Hold
1,922
– – 0.11% 202
2020
Q2 		$197K Hold
1,922
– – 0.11% 184
2020
Q1 		$192K Buy
+1,922
New +$193K 0.13% 154

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return