STIP ISHARES TR

Ownership history in DDFG, Inc  ·  8 quarters on record

This page tracks every 13F SEC filing in which DDFG, Inc 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
4.31% (2025 Q3)
Avg. % of fund
2.65%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 186,354 +5,656 +3.1% 4.18% $19.1M $102.39
2025 Q3 ADDED 180,698 +15,519 +9.4% 4.31% $18.7M $102.02
2025 Q2 ADDED 165,179 +123,740 +298.6% 4.28% $17.0M $100.45
2023 Q4 REDUCED 41,439 -389 -0.9% 1.38% $4.1M $92.17
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STIP price (monthly, adj. close)
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