Marshall & Sterling Wealth Advisors Inc. Ishares Barclays 0 5 Year Tips Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,611 shares of STIP stock, worth $165,723. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,611
Previous 1,594 1.07%
Holding current value
$165,723
Previous $164 Million 1.56%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 07, 2025
BUY
$102.4 - $103.88 $1,740 - $1,765
17 Added 1.07%
1,611 $167 Million
Q2 2025

Aug 12, 2025
BUY
$102.02 - $103.5 $2,550 - $2,587
25 Added 1.59%
1,594 $164 Million
Q1 2025

May 15, 2025
BUY
$100.59 - $103.47 $201 - $206
2 Added 0.13%
1,569 $162 Million
Q4 2024

Feb 14, 2025
BUY
$100.24 - $101.35 $157,076 - $158,815
1,567 New
1,567 $158 Million

Others Institutions Holding STIP

# of Institutions
860
Shares Held
79.8M
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
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