SW
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StrongBox Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

StrongBox Wealth’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
2023
Q4 		– Sell
-4,102
Closed -$398K – 84
2023
Q3 		$398K Sell
4,102
-1,170
-22% -$114K 0.25% 60
2023
Q2 		$515K Sell
5,272
-1,353
-20% -$133K 0.32% 57
2023
Q1 		$657K Hold
6,625
– – 0.44% 53
2022
Q4 		$642K Buy
6,625
+15
+0.2% +$1.46K 0.45% 52
2022
Q3 		$635K Sell
6,610
-2,810
-30% -$281K 0.46% 53
2022
Q2 		$955K Buy
9,420
+175
+2% +$18.1K 0.62% 49
2022
Q1 		$970K Buy
+9,245
New +$973K 0.55% 54

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return