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Trivium Point Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Trivium Point Advisory’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
2022
Q1 		– Sell
-41,155
Closed -$4.36M – 258
2021
Q4 		$4.36M Buy
41,155
+722
+2% +$76.5K 0.91% 31
2021
Q3 		$4.27M Buy
40,433
+6,405
+19% +$680K 1.01% 23
2021
Q2 		$3.62M Buy
+34,028
New +$3.61M 0.9% 25

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Trivium Point Advisory's STIP Position: Q1 2022 in Review

Trivium Point Advisory sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2022, closing a stake of 41,155 shares — an estimated $4.36M sold.

Trivium Point Advisory first reported a position in STIP in Q2 2021 and held it in 3 quarters. The position peaked at $4.36M in Q4 2021. 550 funds tracked by Wall St. Rank hold STIP as of Q1 2022.

  • Trivium Point Advisory reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Trivium Point Advisory sold 41,155 iShares 0-5 Year TIPS Bond ETF shares in Q1 2022, an estimated $4.36M.
  • Trivium Point Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and held it in 3 quarters.
  • Trivium Point Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $4.36M in Q4 2021.
  • 550 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2022.

Based on Trivium Point Advisory's 13F filing for Q1 2022, filed 16 May 2022.