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TRUE Private Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

TRUE Private Wealth 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
Q1 		– Sell
-2,449
Closed -$237K – 250
2022
Q4 		$237K Buy
2,449
+1
+0% +$97 0.04% 192
2022
Q3 		$235K Hold
2,448
– – 0.04% 181
2022
Q2 		$248K Hold
2,448
– – 0.04% 188
2022
Q1 		$253K Buy
2,448
+363
+17% +$38.2K 0.04% 204
2021
Q4 		$220K Buy
2,085
+22
+1% +$2.33K 0.03% 245
2021
Q3 		$217K Hold
2,063
– – 0.03% 223
2021
Q2 		$219K Buy
+2,063
New +$219K 0.03% 215
2021
Q1 		– Sell
-1,984
Closed -$207K – 631
2020
Q4 		$207K Sell
1,984
-909
-31% -$94.3K 0.03% 192
2020
Q3 		$301K Sell
2,893
-66,354
-96% -$6.86M 0.05% 155
2020
Q2 		$7.09M Buy
69,247
+1,324
+2% +$134K 1.3% 16
2020
Q1 		$6.79M Sell
67,923
-19,973
-23% -$2.01M 1.45% 15
2019
Q4 		$8.85M Buy
87,896
+328
+0.4% +$32.9K 1.36% 13
2019
Q3 		$8.77M Sell
87,568
-1,687
-2% -$169K 1.51% 14
2019
Q2 		$8.98M Sell
89,255
-7,329
-8% -$733K 1.53% 13
2019
Q1 		$9.63M Sell
96,584
-20,282
-17% -$2M 1.83% 11
2018
Q4 		$11.5M Sell
116,866
-5,128
-4% -$503K 2.02% 11
2018
Q3 		$12.1M Buy
121,994
+105
+0.1% +$10.4K 1.7% 11
2018
Q2 		$12.2M Buy
121,889
+6,365
+6% +$634K 1.91% 12
2018
Q1 		$11.6M Buy
+115,524
New +$11.5M 1.99% 11

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's STIP Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 2,449 shares — an estimated $237K sold.

TRUE Private Wealth Advisors first reported a position in STIP in Q1 2018 and held it in 19 quarters. The position peaked at $12.2M in Q2 2018. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • TRUE Private Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,449 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $237K.
  • TRUE Private Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and held it in 19 quarters.
  • TRUE Private Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $12.2M in Q2 2018.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.