PIA
Perennial Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
+25,323
| New | +$2.61M | 0.25% | 83 |
|
|
2023
Q2 | – | Sell |
-2,376
| Closed | -$236K | – | 347 |
|
|
2023
Q1 | $236K | Sell |
2,376
-1,057
| -31% | -$105K | 0.04% | 279 |
|
|
2022
Q4 | $333K | Sell |
3,433
-182
| -5% | -$17.7K | 0.14% | 138 |
|
|
2022
Q3 | $348K | Sell |
3,615
-866
| -19% | -$83.4K | 0.16% | 117 |
|
|
2022
Q2 | $451K | Buy |
+4,481
| New | +$451K | 0.18% | 109 |
|