Cullen/Frost Bankers’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cullen/Frost Bankers’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
2024 Q3	–	Sell	-1	Closed	-$59	–	1369
2024 Q2	$59	Sell	1 -513	-100%	-$50.9K	﹤0.01%	1231
2024 Q1	$51.1K	Buy	+514	New	+$50.8K	﹤0.01%	657
2021 Q3	–	Sell	-28	Closed	-$3K	–	1236
2021 Q2	$3K	Buy	+28	New	+$2.97K	﹤0.01%	1148

Other funds holding STIP

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

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Cullen/Frost Bankers's STIP Position: Q3 2024 in Review

Cullen/Frost Bankers sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2024, closing a stake of 1 share — an estimated $59 sold.

Cullen/Frost Bankers first reported a position in STIP in Q2 2021 and held it in 3 quarters. The position peaked at $51.1K in Q1 2024. 571 funds tracked by Wall St. Rank hold STIP as of Q3 2024.

Cullen/Frost Bankers reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2024 after selling out during the quarter.
Cullen/Frost Bankers sold 1 iShares 0-5 Year TIPS Bond ETF share in Q3 2024, an estimated $59.
Cullen/Frost Bankers first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 3 quarters.
Cullen/Frost Bankers's iShares 0-5 Year TIPS Bond ETF position peaked at $51.1K in Q1 2024.
571 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2024.

Based on Cullen/Frost Bankers's 13F filing for Q3 2024, filed 6 Nov 2024.