Piedmont Capital Management (Montana)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Piedmont Capital Management (Montana)’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
2024 Q1	–	Sell	-15,150	Closed	-$1.49M	–	48
2023 Q4	$1.49M	Sell	15,150 -250	-2%	-$24.4K	1.09%	15
2023 Q3	$1.49M	Sell	15,400 -2,576	-14%	-$250K	1.19%	15
2023 Q2	$1.75M	Sell	17,976 -85	-0.5%	-$8.36K	1.33%	14
2023 Q1	$1.79M	Buy	18,061 +346	+2%	+$33.8K	1.43%	15
2022 Q4	$1.72M	Buy	17,715 +91	+0.5%	+$8.84K	1.44%	13
2022 Q3	$1.7M	Buy	17,624 +405	+2%	+$40.6K	1.53%	11
2022 Q2	$1.75M	Buy	17,219 +149	+0.9%	+$15.4K	1.79%	11
2022 Q1	$1.79M	Buy	+17,070	New	+$1.8M	1.35%	13

Other funds holding STIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Piedmont Capital Management (Montana)'s STIP Position: Q1 2024 in Review

Piedmont Capital Management (Montana) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2024, closing a stake of 15,150 shares — an estimated $1.49M sold.

Piedmont Capital Management (Montana) first reported a position in STIP in Q1 2022 and held it in 8 quarters. The position peaked at $1.79M in Q1 2022. 574 funds tracked by Wall St. Rank hold STIP as of Q1 2024.

Piedmont Capital Management (Montana) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2024 after selling out during the quarter.
Piedmont Capital Management (Montana) sold 15,150 iShares 0-5 Year TIPS Bond ETF shares in Q1 2024, an estimated $1.49M.
Piedmont Capital Management (Montana) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 8 quarters.
Piedmont Capital Management (Montana)'s iShares 0-5 Year TIPS Bond ETF position peaked at $1.79M in Q1 2022.
574 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2024.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q1 2024, filed 13 May 2024.