STIP ISHARES TR

Ownership history in Retireful, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Retireful, 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
2.69% (2025 Q1)
Avg. % of fund
1.75%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 19,558 -2,952 -13.1% 1.95% $2.0M $102.02
2025 Q2 REDUCED 22,510 -841 -3.6% 1.60% $2.3M $100.45
2025 Q1 REDUCED 23,351 -10,630 -31.3% 2.69% $2.8M $99.46
2024 Q4 REDUCED 33,981 -341 -1.0% 1.92% $3.4M $96.57
5 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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