TIP — ISHARES TR

Ownership history in Stablepoint Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stablepoint Partners, LLC reported a position in ISHARES TR (TIP). 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
1.34% (2025 Q1)
Avg. % of fund
1.24%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 72,497 +2,751 +3.9% 1.24% $8.0M $109.91
2025 Q3 ADDED 69,746 +4,536 +7.0% 1.23% $7.8M $110.00
2025 Q2 REDUCED 65,210 -1,348 -2.0% 1.22% $7.2M $107.79
2025 Q1 ADDED 66,558 +2,151 +3.3% 1.34% $7.4M $107.33
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TIP price (monthly, adj. close)

Other funds also holding TIP

As of 2025 Q4 — sorted by position size

Vinland Capital Management Gestora de Recursos LTDA. 27.68% Vinland Capital Management Gestora de Recursos LTDA. 20.48% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 19.84% MARTIN & CO INC /TN/ 3Y 7Y 11.97% DORVAL Corp 6.14% Wealth Forward, LLC 5.76% Cypress Capital, LLC 3Y 7Y 5.09% MUSTICO FINANCIAL GROUP, INC. 5.06% Arbor Investment Advisors, LLC 3Y 7Y 4.71% Ameraudi Asset Management, Inc. 3Y 4.7%
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