Trail Ridge Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Trail Ridge Investment Advisors’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 Q1	–	Sell	-20,009	Closed	-$1.97M	–	114
2023 Q4	$1.97M	Sell	20,009 -307	-2%	-$29.9K	1.21%	24
2023 Q3	$1.97M	Sell	20,316 -6,681	-25%	-$649K	1.34%	20
2023 Q2	$2.63M	Buy	26,997 +3,752	+16%	+$369K	1.63%	14
2023 Q1	$2.31M	Buy	23,245 +7,140	+44%	+$698K	1.5%	16
2022 Q4	$1.56M	Buy	16,105 +1,707	+12%	+$166K	1.07%	30
2022 Q3	$1.4M	Buy	14,398 +1,593	+12%	+$160K	0.93%	32
2022 Q2	$1.3M	Sell	12,805 -693	-5%	-$71.5K	0.88%	35
2022 Q1	$1.42M	Buy	13,498 +1,544	+13%	+$163K	0.87%	36
2021 Q4	$1.27M	Buy	+11,954	New	+$1.27M	0.76%	43

Other funds holding STIP

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Trail Ridge Investment Advisors's STIP Position: Q1 2024 in Review

Trail Ridge Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 20,009 shares — an estimated $1.97M sold.

Trail Ridge Investment Advisors first reported a position in STIP in Q4 2021 and held it in 9 quarters. The position peaked at $2.63M in Q2 2023. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

Trail Ridge Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Trail Ridge Investment Advisors sold 20,009 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $1.97M.
Trail Ridge Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 9 quarters.
Trail Ridge Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.63M in Q2 2023.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.