ISHARES TR

Ticker: STIP CUSIP: 46429B747 Class: ETF

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

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

Q4 2025
Shares 45,869 Value ($000) $4,697 Avg Close — Range —
Q3 2025
Shares 43,655 Value ($000) $4,512 Avg Close — Range —
Q2 2025
Shares 40,217 Value ($000) $4,139 Avg Close — Range —
Q1 2025
Shares 32,631 Value ($000) $3,376 Avg Close — Range —
Q4 2024
Shares 26,920 Value ($000) $2,708 Avg Close — Range —
Q3 2024
Shares 23,855 Value ($000) $2,417 Avg Close — Range —
Q2 2024
Shares 22,041 Value ($000) $2,193 Avg Close — Range —
Q1 2024
Shares 20,901 Value ($000) $2,078 Avg Close — Range —
Q4 2023
Shares 17,461 Value ($000) $1,721 Avg Close — Range —
Q3 2023
Shares 18,706 Value ($000) $1,813 Avg Close — Range —
Q2 2023
Shares 19,294 Value ($000) $1,883 Avg Close — Range —
Q1 2023
Shares 19,563 Value ($000) $1,941 Avg Close — Range —
Q4 2022
Shares 19,217 Value ($000) $1,863 Avg Close — Range —
Q3 2022
Shares 28,051 Value ($000) $2,697 Avg Close — Range —
Q2 2022
Shares 31,741 Value ($000) $3,219 Avg Close — Range —
Q1 2022
Shares 32,580 Value ($000) $3,390 Avg Close — Range —
Q4 2021
Shares 19,809 Value ($000) $2,098 Avg Close — Range —