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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perennial Investment Advisors's STIP Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 46% in Q1 2026, selling an estimated $1.5M and leaving 16,801 shares worth $1.74M. The position accounts for 0.14% of the portfolio, ranked #125.

Perennial Investment Advisors first reported a position in STIP in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.21M in Q4 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Perennial Investment Advisors held 16,801 shares of iShares 0-5 Year TIPS Bond ETF worth $1.74M as of Q1 2026.
Perennial Investment Advisors sold 14,556 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.5M.
iShares 0-5 Year TIPS Bond ETF made up 0.14% of Perennial Investment Advisors's portfolio in Q1 2026, its #125 holding.
Perennial Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 8 quarters since.
Perennial Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.21M in Q4 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.