STIP ISHARES TR

Ownership history in AMARA FINANCIAL, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which AMARA FINANCIAL, LLC. reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.15% (2025 Q2)
Avg. % of fund
1.42%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,738 +2,547 +10.1% 1.97% $2.8M $102.39
2025 Q3 ADDED 25,191 +1,450 +6.1% 1.92% $2.6M $102.02
2025 Q2 ADDED 23,741 +15,444 +186.1% 2.15% $2.4M $100.45
2025 Q1 REDUCED 8,297 -251 -2.9% 0.79% $859K $99.46
2024 Q4 REDUCED 8,548 -640 -7.0% 0.79% $860K $96.57
2024 Q3 INITIATED 9,188 0.89% $931K $96.65
% of Fund (quarterly)    STIP price (monthly, adj. close)
← Back to AMARA FINANCIAL, LLC. Holdings