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Colonial River Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Colonial River Investments’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
-5,755
Closed -$571K – 208
2023
Q1 		$571K Sell
5,755
-11,230
-66% -$1.1M 0.34% 83
2022
Q4 		$1.65M Sell
16,985
-5,503
-24% -$535K 1.05% 27
2022
Q3 		$2.16M Buy
22,488
+10,538
+88% +$1.06M 1.51% 12
2022
Q2 		$1.21M Buy
+11,950
New +$1.23M 0.79% 36

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Colonial River Investments's STIP Position: Q2 2023 in Review

Colonial River Investments sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 5,755 shares — an estimated $571K sold.

Colonial River Investments first reported a position in STIP in Q2 2022 and held it in 4 quarters. The position peaked at $2.16M in Q3 2022. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Colonial River Investments reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Colonial River Investments sold 5,755 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $571K.
  • Colonial River Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 4 quarters.
  • Colonial River Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $2.16M in Q3 2022.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Colonial River Investments's 13F filing for Q2 2023, filed 8 Aug 2023.