STIP ISHARES TR

Ownership history in CERTIOR FINANCIAL GROUP, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CERTIOR FINANCIAL GROUP, 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
2.48% (2024 Q4)
Avg. % of fund
2.16%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,794 +1,436 +5.2% 1.99% $2.9M $102.39
2025 Q3 REDUCED 27,358 -228 -0.8% 1.88% $2.8M $102.02
2025 Q2 REDUCED 27,586 -114 -0.4% 2.12% $2.8M $100.45
2025 Q1 REDUCED 27,700 -792 -2.8% 2.32% $2.9M $99.46
2024 Q4 INITIATED 28,492 2.48% $2.9M $96.57
% of Fund (quarterly)    STIP price (monthly, adj. close)
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