Ownership history in Arkadios Wealth Advisors · 6 quarters on record
This page tracks every 13F SEC filing in which Arkadios Wealth Advisors reported a position in ISHARES 0-5 YEAR TIPS BOND ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,200 | -112 | -3.4% | 0.01% | $331K | $102.02 |
| 2025 Q2 | ADDED | 3,312 | +1,247 | +60.4% | 0.01% | $341K | $100.45 |
| 2025 Q1 | REDUCED | 2,065 | -156 | -7.0% | 0.01% | $214K | $99.46 |
| 2024 Q4 | REDUCED | 2,221 | -603 | -21.4% | 0.01% | $223K | $96.57 |
| 2024 Q3 | REDUCED | 2,824 | -83 | -2.9% | 0.02% | $286K | $96.65 |
| 2024 Q2 | INITIATED | 2,907 | — | — | 0.02% | $289K | — |
As of 2025 Q4 — sorted by position size