Perennial Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Perennial Investment 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
2026 Q2	$576K	Sell	5,634 -11,167	-66%	-$1.15M	0.04%	306
2026 Q1	$1.74M	Sell	16,801 -14,556	-46%	-$1.5M	0.14%	125
2025 Q4	$3.21M	Buy	31,357 +3,327	+12%	+$342K	0.25%	81
2025 Q3	$2.9M	Buy	28,030 +2,707	+11%	+$279K	0.24%	84
2025 Q2	$2.61M	Buy	+25,323	New	+$2.6M	0.25%	83
2023 Q2	–	Sell	-2,376	Closed	-$236K	–	394
2023 Q1	$236K	Sell	2,376 -1,057	-31%	-$103K	0.04%	282
2022 Q4	$333K	Sell	3,433 -182	-5%	-$17.7K	0.14%	138
2022 Q3	$348K	Sell	3,615 -866	-19%	-$86.7K	0.16%	117
2022 Q2	$451K	Buy	+4,481	New	+$463K	0.18%	109

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Perennial Investment Advisors's STIP Position: Q2 2026 in Review

Perennial Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 66% in Q2 2026, selling an estimated $1.15M and leaving 5,634 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #306.

Perennial Investment Advisors first reported a position in STIP in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.21M in Q4 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Perennial Investment Advisors held 5,634 shares of iShares 0-5 Year TIPS Bond ETF worth $576K as of Q2 2026.
Perennial Investment Advisors sold 11,167 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.15M.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #306 holding.
Perennial Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 9 quarters since.
Perennial Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.21M in Q4 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.