Treasury STRIPS

Treasury STRIPS are zero-coupon securities created by separating eligible Treasury principal and interest payments into tradable claims.

Treasury STRIPS are zero-coupon securities created by separating the principal payment and each remaining interest payment of an eligible U.S. Treasury security into independently tradable claims. STRIPS stands for Separate Trading of Registered Interest and Principal of Securities.

Treasury does not auction STRIPS as new securities. Eligible notes, bonds, and TIPS are stripped or reassembled in the commercial book-entry system by financial institutions, government-securities brokers, and dealers. Investors buy, hold, sell, and redeem STRIPS through those intermediaries rather than TreasuryDirect.

Key Takeaways

  • Each stripped principal or coupon becomes a separate zero-coupon security with one payment at maturity.
  • Eligible Treasury notes, bonds, and TIPS can be stripped; bills and FRNs cannot.
  • A known maturity payment does not guarantee a stable resale price.
  • Long-dated STRIPS have no interim coupons and can be highly sensitive to yield changes.
  • Federal OID can be reportable each year even though the investor receives no cash until sale or maturity.

How Coupon Stripping Works

Suppose an eligible Treasury bond has 10 years remaining and pays interest every six months. Before stripping, it has 20 remaining coupon payments plus one principal payment. After stripping, those cash flows become 21 securities with separate CUSIPs and payment dates.

ComponentCash flowMaturity
Principal stripOriginal bond principalOriginal bond maturity date
Coupon stripOne scheduled interest paymentThat coupon’s payment date
Reassembled bondAll remaining coupons plus principalOriginal schedule restored

Reassembly requires all remaining components needed to recreate the original security. Stripping and reassembly occur in $100 par increments under current TreasuryDirect rules.

Zero-Coupon Pricing

A simplified annual-effective-yield price formula is:

$$ P = \frac{F}{(1+y)^n} $$

Where P is price, F is the single maturity payment, y is the annual effective yield, and n is years to maturity. Market quotations can use different compounding and settlement conventions, so the formula must match the actual quote before it is used for valuation.

Because all value is received at maturity, a STRIP normally sells below its maturity amount when yield is positive. The price accretes toward the maturity payment as time passes if the required yield remains unchanged.

Worked Example

Assume a principal STRIP will pay $10,000 in 10 years and is valued at a 4.00% annual effective yield:

$$ P = \frac{10{,}000}{(1.04)^{10}} = 6{,}755.64 $$

The investor pays approximately $6,755.64 for the contractual $10,000 maturity payment. The $3,244.36 difference is the pre-tax economic accretion over 10 years if the security is held and paid as scheduled.

That difference is not deferred automatically for federal tax purposes. OID can be reportable annually even though no cash coupon is received. The actual annual accrual depends on tax rules, acquisition price, date, and reporting information; it is not simply $3,244.36 / 10.

Why STRIPS Have High Duration

For a zero-coupon security, Macaulay duration equals its time to maturity because the only cash flow occurs at the end. Under annual compounding, modified duration is approximately:

$$ \text{Modified Duration} = \frac{n}{1+y} $$

For the 10-year, 4% example, modified duration is about 9.62. A yield increase of 0.50 percentage point gives a first-order price estimate of:

Estimated price change = -9.62 x 0.005 = -4.81%

The estimate excludes convexity and assumes a small, immediate yield change. Actual price depends on exact settlement, quotation convention, and market conditions.

STRIPS vs. Other Zero-Coupon Instruments

InstrumentHow createdInterim cashMain distinguishing risk
Treasury STRIPSeparated eligible Treasury paymentNoneHigh duration, inflation, liquidity, and OID tax
Treasury billIssued directly by Treasury for one year or lessNoneShort-term reinvestment and rate risk
Corporate zero-coupon bondIssued by a companyNoneCorporate credit plus duration and liquidity risk
Zero-coupon bond fundPortfolio of securitiesFund distributions varyNo fixed maturity payment to each shareholder

A Treasury bill is issued as a short-term discount security. A STRIP is created from a payment belonging to an eligible note, bond, or TIPS and can have a much longer maturity.

Principal, Coupon, and Historical Receipt Labels

CATS (Certificates of Accrual on Treasury Securities), TIGRs (Treasury Investment Growth Receipts), and similar labels describe historical broker-created receipts backed by Treasury cash flows. They helped meet demand for zero-coupon Treasury exposure before or alongside the official book-entry STRIPS framework.

These historical receipts are not newly auctioned Treasury product families. Identify any old position from its CUSIP, issuer or sponsor, custody record, and governing terms rather than relying on a nickname such as CATS, M-CATS, or TIGR.

How to Evaluate a STRIP

  1. Identify the payment: Confirm whether it is principal, coupon, or an inflation-linked component and verify the exact maturity date.
  2. Match the yield convention: Use the compounding and day-count basis of the market quote.
  3. Measure duration: Long maturity means large price changes for modest yield movements.
  4. Check executable liquidity: Review bid-ask spread, trade size, and dealer availability.
  5. Plan for OID tax: Annual taxable accrual may occur without cash income.
  6. Match the liability carefully: The contractual maturity payment may be useful for a dated obligation, but selling early reintroduces price risk.
  7. Verify custody: STRIPS are held through the commercial book-entry system, not stripped or reassembled in TreasuryDirect.

Risks and Limitations

  • Interest-rate risk: Long-dated zero-coupon cash flows generally have high duration.
  • Inflation risk: A fixed future dollar payment may lose purchasing power.
  • Market-price risk: A known maturity amount does not protect an early sale price.
  • Liquidity risk: Spread, dealer inventory, and trade size can affect execution.
  • Tax cash-flow risk: OID may be reportable before cash is received.
  • Operational risk: Incorrect CUSIP, maturity, settlement, or custody assumptions can break a liability match.
  • TIPS STRIPS complexity: Inflation-linked components have additional index and tax mechanics.

Official Sources

FAQs

Can TreasuryDirect sell or hold STRIPS?

No. TreasuryDirect states that investors buy, hold, sell, and redeem STRIPS through financial institutions, brokers, or dealers in the commercial book-entry system.

Do Treasury STRIPS pay interest every six months?

No. Each STRIP is a zero-coupon security with one payment at maturity. Its return comes from the difference between purchase price and the maturity payment, subject to market and tax treatment.

Why can a STRIP create tax without cash income?

Federal OID rules generally recognize accrued discount over time even though the STRIP makes no current coupon payment. The exact amount depends on acquisition and tax details.

Are Treasury STRIPS protected from price losses?

No. Treasury payment backing applies to the contractual maturity cash flow, but market value can change substantially before maturity as yields and liquidity change.

This article is educational and is not individualized investment or tax advice. STRIPS require careful review of duration, settlement, liquidity, custody, and current tax reporting.

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