Spartan Planning & Wealth Management Ishares Barclays 0 5 Year Tips Transaction History

Spartan Planning & Wealth Management

  • $130 Million
  • Q4 2025

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 17,353 shares of STIP stock, worth $1.79 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
17,353
Previous 25,050 30.73%
Holding current value
$1.79 Million
Previous $2.59 Million 31.05%
% of portfolio
1.38%
Previous 2.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$102.72 - $103.6 $790,635 - $797,409
-7,697 Reduced 30.73%
17,353 $1.79 Million
Q3 2025

Oct 14, 2025
SELL
$102.4 - $103.88 $2.38 Million - $2.42 Million
-23,262 Reduced 48.15%
25,050 $2.59 Million
Q2 2025

Jul 17, 2025
SELL
$102.02 - $103.5 $1.12 Million - $1.14 Million
-10,991 Reduced 18.53%
48,312 $4.97 Million
Q1 2025

Apr 08, 2025
BUY
$100.59 - $103.47 $5.97 Million - $6.14 Million
59,303 New
59,303 $6.13 Million

Others Institutions Holding STIP

# of Institutions
855
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
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email