Cambridge Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cambridge Trust’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 Q2	–	Sell	-1,095	Closed	-$109K	–	764
2023 Q1	$109K	Hold	1,095	–	–	0.01%	344
2022 Q4	$106K	Hold	1,095	–	–	﹤0.01%	363
2022 Q3	$105K	Hold	1,095	–	–	0.01%	356
2022 Q2	$111K	Hold	1,095	–	–	﹤0.01%	371
2022 Q1	$115K	Buy	+1,095	New	+$115K	﹤0.01%	403

Other funds holding STIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Trust's STIP Position: Q2 2023 in Review

Cambridge Trust sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 1,095 shares — an estimated $109K sold.

Cambridge Trust first reported a position in STIP in Q1 2022 and held it in 5 quarters. The position peaked at $115K in Q1 2022. 608 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

Cambridge Trust reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Trust sold 1,095 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $109K.
Cambridge Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 5 quarters.
Cambridge Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $115K in Q1 2022.
608 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.