Ownership history in VERITY Wealth Advisors · 17 quarters on record
This page tracks every 13F SEC filing in which VERITY Wealth Advisors reported a position in ISHARES 0-5 YEAR TIPS BOND ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 13,841 | — | 0% | 0.88% | $1.4M | $102.39 |
| 2025 Q3 | UNCHANGED | 13,841 | — | 0% | 0.90% | $1.4M | $102.02 |
| 2025 Q2 | UNCHANGED | 13,841 | — | 0% | 0.96% | $1.4M | $100.45 |
| 2025 Q1 | UNCHANGED | 13,841 | — | 0% | 1.06% | $1.4M | $99.46 |
| 2024 Q4 | UNCHANGED | 13,841 | — | 0% | 1.00% | $1.4M | $96.57 |
| 2024 Q3 | UNCHANGED | 13,841 | — | 0% | 0.99% | $1.4M | $96.65 |
| 2024 Q2 | UNCHANGED | 13,841 | — | 0% | 1.03% | $1.4M | $94.30 |
| 2024 Q1 | UNCHANGED | 13,841 | — | 0% | 1.06% | $1.4M | $92.96 |
| 2023 Q4 | ADDED | 13,841 | +6,583 | +90.7% | 1.17% | $1.4M | $92.17 |
| 2023 Q3 | UNCHANGED | 7,258 | — | 0% | 0.66% | $703K | $89.89 |
As of 2025 Q4 — sorted by position size