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

Amplius 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
2025 Q3	$48.5M	Buy
2025 Q2	$273K	Buy
2023 Q3	–	Sell
2023 Q2	$230K	Sell
2023 Q1	$987K	Sell
2022 Q4	$1.14M	Sell
2022 Q3	$8.4M	Sell
2022 Q2	$15.8M	Sell
2022 Q1	$24.5M	Sell
2021 Q4	$32.3M	Buy