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Stonebridge Financial Planning Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-200
Closed -$21K – 332
2021
Q4 		$21K Hold
200
– – 0.01% 295
2021
Q3 		$21K Hold
200
– – 0.01% 296
2021
Q2 		$21K Sell
200
-50
-20% -$5.31K 0.01% 299
2021
Q1 		$26K Hold
250
– – 0.02% 280
2020
Q4 		$26K Hold
250
– – 0.02% 251
2020
Q3 		$26K Hold
250
– – 0.02% 240
2020
Q2 		$26K Buy
+250
New +$25.4K 0.02% 233

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return