WBC
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West Branch Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

West Branch Capital’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
-41
Closed -$3.97K – 464
2023
Q3 		$3.97K Hold
41
– – ﹤0.01% 362
2023
Q2 		$4K Hold
41
– – ﹤0.01% 363
2023
Q1 		$4.07K Hold
41
– – ﹤0.01% 371
2022
Q4 		$3.98K Hold
41
– – ﹤0.01% 364
2022
Q3 		$4K Hold
41
– – ﹤0.01% 374
2022
Q2 		$4K Hold
41
– – ﹤0.01% 356
2022
Q1 		$4K Hold
41
– – ﹤0.01% 373
2021
Q4 		$4K Buy
+41
New +$4.34K ﹤0.01% 398

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