STIP β€” ISHARES TR

Ownership history in WEALTH ALLIANCE, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which WEALTH ALLIANCE, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.06% (2025 Q3)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    STIP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,326 +992 +22.9% 0.06% $551K $102.02
2025 Q2 INITIATED 4,334 β€” β€” 0.05% $446K $100.45

🏒 Other funds also holding STIP

As of 2025 Q4 β€” 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% Walker Financial Services, Inc. 6.97% 3EDGE Asset Management, LP 3Y 7Y 5.93%
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