Partners Capital Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102M	Sell	983,845 -306,270	-24%	-$31.5M	3.83%	6
2025 Q4	$132M	Buy	1,290,115 +366,392	+40%	+$37.7M	4.92%	5
2025 Q3	$95.5M	Buy	923,723 +106,998	+13%	+$11M	3.79%	7
2025 Q2	$84M	Sell	816,725 -178,260	-18%	-$18.3M	3.37%	8
2025 Q1	$103M	Buy	994,985 +340,117	+52%	+$34.7M	1.74%	15
2024 Q4	$65.9M	Sell	654,868 -303,939	-32%	-$30.6M	1.81%	15
2024 Q3	$97.1M	Buy	958,807 +58,198	+6%	+$5.83M	1.55%	18
2024 Q2	$89.6M	Buy	900,609 +395,723	+78%	+$39.3M	1.51%	18
2024 Q1	$50.2M	Sell	504,886 -199,821	-28%	-$19.7M	1.36%	19
2023 Q4	$69.5M	Buy	704,707 +91,796	+15%	+$8.94M	1.52%	14
2023 Q3	$59.4M	Sell	612,911 -329,035	-35%	-$32M	1.43%	14
2023 Q2	$91.9M	Buy	941,946 +296,726	+46%	+$29.2M	1.97%	12
2023 Q1	$64M	Buy	645,220 +231,941	+56%	+$22.7M	2.75%	7
2022 Q4	$40.1M	Buy	413,279 +200,760	+94%	+$19.5M	1.93%	9
2022 Q3	$20.4M	Buy	212,519 +173,110	+439%	+$17.3M	1.21%	17
2022 Q2	$4M	Buy	+39,409	New	+$4.07M	0.27%	60