STIP ISHARES TR

Ownership history in JSF Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which JSF 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
6.31% (2025 Q1)
Avg. % of fund
3.87%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 216,970 +9,158 +4.4% 4.60% $22.2M $102.39
2025 Q3 REDUCED 207,812 -8,581 -4.0% 4.76% $21.5M $102.02
2025 Q2 REDUCED 216,393 -14,647 -6.3% 5.29% $22.3M $100.45
2025 Q1 ADDED 231,040 +228,981 +11121.0% 6.31% $23.9M $99.46
7 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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