RSWM
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Robertson Stephens Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Robertson Stephens Wealth 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
2024
Q2 		– Sell
-2,179
Closed -$217K – 538
2024
Q1 		$217K Sell
2,179
-270
-11% -$26.7K 0.01% 471
2023
Q4 		$241K Sell
2,449
-1,056
-30% -$103K 0.02% 415
2023
Q3 		$340K Buy
3,505
+1,126
+47% +$109K 0.02% 363
2023
Q2 		$232K Buy
+2,379
New +$234K 0.02% 388
2022
Q4 		– Sell
-12,193
Closed -$1.17M – 436
2022
Q3 		$1.17M Buy
12,193
+8,535
+233% +$855K 0.13% 137
2022
Q2 		$371K Sell
3,658
-5,736
-61% -$592K 0.04% 276
2022
Q1 		$985K Buy
+9,394
New +$989K 0.09% 182
2021
Q4 		– Sell
-8,666
Closed -$915K – 396
2021
Q3 		$915K Buy
+8,666
New +$919K 0.11% 130

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