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Cabana LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cabana LLC’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
2020
Q2 		$2K Buy
+19
New +$1.93K ﹤0.01% 146
2020
Q1 		– Sell
-647
Closed -$65K – 99
2019
Q4 		$65K Buy
+647
New +$64.9K 0.01% 72

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Cabana LLC's STIP Position: Q2 2020 in Review

Cabana LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020: 19 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Cabana LLC previously reported a position in STIP as recently as Q4 2019.

Cabana LLC first reported a position in STIP in Q4 2019 and has held it in 2 quarters since. The position peaked at $65K in Q4 2019. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

  • Cabana LLC held 19 shares of iShares 0-5 Year TIPS Bond ETF worth $2K as of Q2 2020.
  • iShares 0-5 Year TIPS Bond ETF was a new Cabana LLC position in Q2 2020.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Cabana LLC's portfolio in Q2 2020, its #146 holding.
  • Cabana LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • Cabana LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $65K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on Cabana LLC's 13F filing for Q2 2020, filed 12 Aug 2020.