WFG Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WFG Advisors’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
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	1503
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	1430
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	1505
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	1497
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	1485
2016 Q1	$1K	Sell	10 -476	-98%	-$47.3K	﹤0.01%	1449
2015 Q4	$48K	Sell	486 -141	-22%	-$14K	0.01%	677
2015 Q3	$62K	Hold	627	–	–	0.02%	580
2015 Q2	$63K	Buy	627 +40	+7%	+$3.99K	0.02%	658
2015 Q1	$58K	Sell	587 -3	-0.5%	-$298	0.02%	687
2014 Q4	$58K	Sell	590 -150	-20%	-$15K	0.01%	825
2014 Q3	$74K	Buy	740 +252	+52%	+$25.6K	0.01%	775
2014 Q2	$50K	Buy	488 +30	+7%	+$3.06K	0.01%	918
2014 Q1	$46K	Sell	458 -97	-17%	-$9.82K	0.01%	943
2013 Q4	$56K	Hold	555	–	–	0.01%	956
2013 Q3	$56K	Sell	555 -217	-28%	-$21.9K	0.01%	887
2013 Q2	$78K	Buy	+772	New	+$78.9K	0.01%	746

Other funds holding STIP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return