A detailed history of Summit Financial, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Summit Financial, LLC holds 7,385 shares of STIP stock, worth $759,694. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,385
Previous 5,983 23.43%
Holding current value
$759,694
Previous $615,000 24.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025

BUY
$102.4 - $103.88 $143,564 - $145,639
1,402 Added 23.43%
7,385 $763,000
Q2 2025

Aug 13, 2025

SELL
$102.02 - $103.5 $6,631 - $6,727
-65 Reduced 1.07%
5,983 $615,000
Q1 2025

May 14, 2025

BUY
$100.59 - $103.47 $87,815 - $90,329
873 Added 16.87%
6,048 $625,000
Q3 2024

Nov 12, 2024

BUY
$98.99 - $101.51 $512,273 - $525,314
5,175 New
5,175 $524,000

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.