TC
STIP icon

Truvestments Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Truvestments Capital’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
-86
Closed -$8.34K – 913
2022
Q4 		$8.34K Sell
86
-20
-19% -$1.94K ﹤0.01% 483
2022
Q3 		$10K Sell
106
-20
-16% -$2K 0.01% 414
2022
Q2 		$13K Buy
+126
New +$13K 0.01% 390
2022
Q1 		– Sell
-170
Closed -$18K – 500
2021
Q4 		$18K Sell
170
-5
-3% -$530 0.01% 355
2021
Q3 		$18K Sell
175
-5
-3% -$530 0.01% 333
2021
Q2 		$19K Sell
180
-16
-8% -$1.7K 0.01% 328
2021
Q1 		$21K Hold
196
– – 0.01% 369
2020
Q4 		$20K Buy
+196
New +$20.3K 0.01% 364

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 $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return