STIP — ISHARES TR

Ownership history in Walker Financial Services, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Walker Financial Services, Inc. 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
19.27% (2023 Q2)
Avg. % of fund
11.27%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 187,932 +29,300 +18.5% 6.97% $19.2M $102.39
2025 Q3 REDUCED 158,632 -9,515 -5.7% 6.38% $16.4M $102.02
2025 Q2 ADDED 168,147 +11,507 +7.3% 7.87% $17.3M $100.45
2025 Q1 ADDED 156,640 +16,107 +11.5% 8.49% $16.2M $99.46
8 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% 3EDGE Asset Management, LP 3Y 7Y 5.93% Northland Capital Management LLC 3Y 5.66%
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