ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,456 Value ($000) $270 Avg Close — Range —
Q3 2025
Shares 5,563 Value ($000) $619 Avg Close — Range —
Q2 2025
Shares 23,617 Value ($000) $2,599 Avg Close — Range —
Q1 2025
Shares 22,074 Value ($000) $2,452 Avg Close — Range —
Q4 2024
Shares 19,333 Value ($000) $2,060 Avg Close — Range —
Q3 2024
Shares 19,332 Value ($000) $2,136 Avg Close — Range —
Q2 2024
Shares 18,343 Value ($000) $1,959 Avg Close — Range —
Q1 2024
Shares 16,810 Value ($000) $1,806 Avg Close — Range —
Q4 2023
Shares 11,196 Value ($000) $1,203 Avg Close — Range —
Q3 2023
Shares 12,262 Value ($000) $1,272 Avg Close — Range —
Q2 2023
Shares 14,320 Value ($000) $1,541 Avg Close — Range —
Q1 2023
Shares 13,872 Value ($000) $1,529 Avg Close — Range —
Q4 2022
Shares 11,526 Value ($000) $1,227 Avg Close — Range —
Q3 2022
Shares 15,107 Value ($000) $1,585 Avg Close — Range —
Q2 2022
Shares 11,917 Value ($000) $1,357 Avg Close — Range —
Q1 2022
Shares 6,322 Value ($000) $776 Avg Close — Range —
Q4 2021
Shares 4,205 Value ($000) $544 Avg Close — Range —