SB
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Sunflower Bank’s iShares TIPS Bond ETF TIP Stock Holding History

Sunflower Bank’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
2022
Q4 		– Sell
-2,080
Closed -$218K – 118
2022
Q3 		$218K Hold
2,080
– – 0.05% 112
2022
Q2 		$237K Sell
2,080
-1,070
-34% -$127K 0.05% 134
2022
Q1 		$392K Hold
3,150
– – 0.05% 133
2021
Q4 		$407K Sell
3,150
-138
-4% -$17.8K 0.06% 135
2021
Q3 		$420K Hold
3,288
– – 0.06% 129
2021
Q2 		$421K Hold
3,288
– – 0.06% 133
2021
Q1 		$413K Sell
3,288
-649
-16% -$82.1K 0.07% 130
2020
Q4 		$503K Buy
+3,937
New +$497K 0.09% 113

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AWA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return