STIP — ISHARES TR

Ownership history in Destination Wealth Management  ·  36 quarters on record

This page tracks every 13F SEC filing in which Destination Wealth Management 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
3.26% (2020 Q1)
Avg. % of fund
2.56%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 798,027 +35,479 +4.7% 2.14% $81.7M $102.39
2025 Q3 ADDED 762,548 +18,778 +2.5% 2.17% $78.8M $102.02
2025 Q2 ADDED 743,770 +2,344 +0.3% 2.24% $76.5M $100.45
2025 Q1 ADDED 741,426 +18,883 +2.6% 2.42% $76.7M $99.46
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STIP price (monthly, adj. close)

Other funds also holding STIP

As of 2025 Q4 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 16.2% SB Capital Management Inc 13.55% M. Kulyk & Associates, LLC 3Y 10.36% MARTIN & CO INC /TN/ 3Y 7Y 9.45% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 8.74% SoundView Advisors Inc. 7.51% Abacus Planning Group, Inc. 3Y 7Y 7.44% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 7.39% Walker Financial Services, Inc. 6.97% 3EDGE Asset Management, LP 3Y 7Y 5.93%
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