Cynosure Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cynosure Group’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 Q2	–	Sell	-38,368	Closed	-$169K	–	345
2024 Q1	$169K	Sell	38,368 -30,261	-44%	-$2.99M	0.03%	312
2023 Q4	$6.77M	Buy	68,629 +31,780	+86%	+$3.1M	1.22%	16
2023 Q3	$3.57M	Sell	36,849 -5,195	-12%	-$505K	1.1%	24
2023 Q2	$4.1M	Buy	+42,044	New	+$4.14M	1.23%	20

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cynosure Group's STIP Position: Q2 2024 in Review

Cynosure Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2024, closing a stake of 38,368 shares — an estimated $169K sold.

Cynosure Group first reported a position in STIP in Q2 2023 and held it in 4 quarters. The position peaked at $6.77M in Q4 2023. 575 funds tracked by Wall St. Rank hold STIP as of Q2 2024.

Cynosure Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2024 after selling out during the quarter.
Cynosure Group sold 38,368 iShares 0-5 Year TIPS Bond ETF shares in Q2 2024, an estimated $169K.
Cynosure Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and held it in 4 quarters.
Cynosure Group's iShares 0-5 Year TIPS Bond ETF position peaked at $6.77M in Q4 2023.
575 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2024.

Based on Cynosure Group's 13F filing for Q2 2024, filed 13 Aug 2024.