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Riverview Trust Company’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-200
Closed -$19.4K – 565
2023
Q3 		$19.4K Hold
200
– – 0.02% 395
2023
Q2 		$19.5K Sell
200
-134
-40% -$13.2K 0.02% 374
2023
Q1 		$33.1K Buy
334
+134
+67% +$13.1K 0.03% 263
2022
Q4 		$19K Hold
200
– – 0.02% 350
2022
Q3 		$19K Hold
200
– – 0.02% 376
2022
Q2 		$20K Hold
200
– – 0.02% 403
2022
Q1 		$21K Hold
200
– – 0.02% 482
2021
Q4 		$21K Hold
200
– – 0.01% 203
2021
Q3 		$21K Buy
+200
New +$21.2K 0.02% 201

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NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Riverview Trust Company's STIP Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2023, closing a stake of 200 shares — an estimated $19.4K sold.

Riverview Trust Company first reported a position in STIP in Q3 2021 and held it in 9 quarters. The position peaked at $33.1K in Q1 2023. 607 funds tracked by Wall St. Rank hold STIP as of Q4 2023.

  • Riverview Trust Company reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 200 iShares 0-5 Year TIPS Bond ETF shares in Q4 2023, an estimated $19.4K.
  • Riverview Trust Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 9 quarters.
  • Riverview Trust Company's iShares 0-5 Year TIPS Bond ETF position peaked at $33.1K in Q1 2023.
  • 607 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.