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Tri-Star Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tri-Star 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
2023
Q2 		– Sell
-22
Closed -$2.23K – 30
2023
Q1 		$2.23K Buy
+22
New +$2.15K 0.03% 28
2022
Q4 		– Sell
-32,634
Closed -$3.16M – 57
2022
Q3 		$3.16M Buy
32,634
+977
+3% +$97.8K 1.61% 11
2022
Q2 		$3.22M Buy
+31,657
New +$3.27M 1.56% 13

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

Tri-Star Advisors's STIP Position: Q2 2023 in Review

Tri-Star Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 22 shares — an estimated $2.23K sold.

Tri-Star Advisors first reported a position in STIP in Q2 2022 and held it in 3 quarters. The position peaked at $3.22M in Q2 2022. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • Tri-Star Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Tri-Star Advisors sold 22 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $2.23K.
  • Tri-Star Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 3 quarters.
  • Tri-Star Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.22M in Q2 2022.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on Tri-Star Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.