SAG
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SageView Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

SageView Advisory Group’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
2025
Q4 		$68.6K Buy
+670
New +$69K ﹤0.01% 954
2025
Q1 		– Sell
-2,669
Closed -$269K – 620
2024
Q4 		$269K Buy
+2,669
New +$269K 0.01% 487
2024
Q1 		– Hold
0
– -$422K – 816
2023
Q4 		– Sell
-4,346
Closed -$423K – 432
2023
Q3 		$421K Sell
4,346
-222
-5% -$21.6K 0.02% 355
2023
Q2 		$446K Buy
4,568
+2,446
+115% +$241K 0.02% 370
2023
Q1 		$211K Sell
2,122
-3,055
-59% -$299K 0.01% 443
2022
Q4 		$502K Buy
+5,177
New +$503K 0.04% 240

Other funds holding STIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return