Shore Haven Wealth Partners, LLC Ishares Barclays 0 5 Year Tips Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,245 shares of STIP stock, worth $230,943. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,245
Previous 2,192 2.42%
Holding current value
$230,943
Previous $225,000 3.11%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$102.4 - $103.88 $5,427 - $5,505
53 Added 2.42%
2,245 $232,000
Q2 2025

Jul 29, 2025
BUY
$102.02 - $103.5 $223,627 - $226,872
2,192 New
2,192 $225,000

Others Institutions Holding STIP

# of Institutions
859
Shares Held
79.7M
Call Options Held
5.6K
Put Options Held
0
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

STIP Quotes by TradingView
  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email