S.A. Mason’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

S.A. Mason’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	–	Sell	-260	Closed	-$26K	–	375
2020 Q1	$26K	Buy	260 +150	+136%	+$15.1K	0.03%	254
2019 Q4	$11K	Buy	+110	New	+$11K	0.01%	344

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

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

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

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

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 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

S.A. Mason's STIP Position: Q2 2020 in Review

S.A. Mason sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2020, closing a stake of 260 shares — an estimated $26K sold.

S.A. Mason first reported a position in STIP in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q1 2020. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

S.A. Mason reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2020 after selling out during the quarter.
S.A. Mason sold 260 iShares 0-5 Year TIPS Bond ETF shares in Q2 2020, an estimated $26K.
S.A. Mason first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 2 quarters.
S.A. Mason's iShares 0-5 Year TIPS Bond ETF position peaked at $26K in Q1 2020.
248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.