Trademark Financial Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Trademark Financial Management, LLC

$172 Billion
Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Trademark Financial Management, LLC holds 29,982 shares of STIP stock, worth $3.08 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

29,982

Previous 27,056 10.81%

Holding current value

$3.08 Million

Previous $2.78 Billion 11.3%

% of portfolio

1.8%

Previous 1.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$102.4 - $103.88 $299,622 - $303,952	2,926 Added 10.81%	29,982 $3.1 Billion
Q2 2025 Jul 31, 2025	BUY	$102.02 - $103.5 $1.85 Million - $1.88 Million	18,125 Added 202.94%	27,056 $2.78 Billion
Q1 2025 Apr 25, 2025	BUY	$100.59 - $103.47 $400,649 - $412,121	3,983 Added 80.5%	8,931 $924 Million
Q4 2024 Jan 30, 2025	BUY	$100.24 - $101.35 $165,696 - $167,531	1,653 Added 50.17%	4,948 $498 Million
Q3 2024 Oct 31, 2024	BUY	$98.99 - $101.51 $326,172 - $334,475	3,295 New	3,295 $334 Million

Q4 2023 Feb 13, 2024	BUY	$96.33 - $98.68 $662,268 - $678,425	6,875 New	6,875 $678 Million

Others Institutions Holding STIP

# of Institutions

858

Shares Held

79.8M

Call Options Held

5.6K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Trademark Financial Management, LLC Ishares Barclays 0 5 Year Tips Transaction History