Community Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Community Bank’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 Q4	–	Sell	-319	Closed	-$34K	–	503
2020 Q3	$34K	Sell	319 -83	-21%	-$8.59K	0.01%	321
2020 Q2	$42K	Buy	+402	New	+$40.8K	0.01%	314
2019 Q3	–	Sell	-5,010	Closed	-$504K	–	443
2019 Q2	$504K	Sell	5,010 -115	-2%	-$11.5K	0.1%	150
2019 Q1	$510K	Buy	5,125 +15	+0.3%	+$1.48K	0.1%	135
2018 Q4	$501K	Buy	+5,110	New	+$502K	0.11%	133

Other funds holding STIP

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Community Bank's STIP Position: Q4 2020 in Review

Community Bank sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2020, closing a stake of 319 shares — an estimated $34K sold.

Community Bank first reported a position in STIP in Q4 2018 and held it in 5 quarters. The position peaked at $510K in Q1 2019. 271 funds tracked by Wall St. Rank hold STIP as of Q4 2020.

Community Bank reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Community Bank sold 319 iShares 0-5 Year TIPS Bond ETF shares in Q4 2020, an estimated $34K.
Community Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and held it in 5 quarters.
Community Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $510K in Q1 2019.
271 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2020.

Based on Community Bank's 13F filing for Q4 2020, filed 28 Jan 2021.