RIM
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Rockbridge Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Rockbridge Investment Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$215 – 569
2023
Q4 		$215 Buy
+2
New +$209 ﹤0.01% 643
2022
Q3 		– Sell
-2
Closed -$228 – 542
2022
Q2 		$228 Sell
2
-452
-100% -$53.6K ﹤0.01% 623
2022
Q1 		$55.9K Sell
454
-168
-27% -$21.1K 0.01% 282
2021
Q4 		$80K Hold
622
– – 0.01% 285
2021
Q3 		$79K Hold
622
– – 0.01% 262
2021
Q2 		$80K Hold
622
– – 0.01% 252
2021
Q1 		$78K Hold
622
– – 0.01% 241
2020
Q4 		$79K Hold
622
– – 0.02% 231
2020
Q3 		$79K Hold
622
– – 0.02% 214
2020
Q2 		$77K Buy
+622
New +$75.6K 0.02% 193

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JP Morgan Chase
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Charles Schwab
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
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Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return