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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 $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

Truvestments Capital's STIP Position: Q1 2023 in Review

Truvestments Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2023, closing a stake of 86 shares — an estimated $8.34K sold.

Truvestments Capital first reported a position in STIP in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q1 2021. 611 funds tracked by Wall St. Rank hold STIP as of Q1 2023.

  • Truvestments Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Truvestments Capital sold 86 iShares 0-5 Year TIPS Bond ETF shares in Q1 2023, an estimated $8.34K.
  • Truvestments Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and held it in 8 quarters.
  • Truvestments Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $21K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.