Savvy Advisors, Inc. STIP holdings history
ISHARES 0-5 YEAR TIPS BOND E · CUSIP 46429B747 · CIK 2003633
As of 2026-06-30, Savvy Advisors, Inc. reported 17.83K STIP (shares), valued at $1.82M, or 0.04% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 87.12%; reported value increased 84.82%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.04% | 17,833 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 0.03% | 9,530 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.03% | 9,140 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 0.04% | 8,055 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.04% | 6,333 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.06% | 5,818 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.07% | 5,645 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.11% | 5,417 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 0.18% | 5,526 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.79% | 13,721 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.80% | 18,801 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 1.80% | 18,801 | $1.85M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 0.79% | 13,721 | $1.36M | Shares decreased 27.02%; reported value decreased 26.40%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.18% | 5,526 | $549.79K | Shares decreased 59.73%; reported value decreased 59.70%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.11% | 5,417 | $548.88K | Shares decreased 1.97%; reported value decreased 0.17%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 0.07% | 5,645 | $567.91K | Shares increased 4.21%; reported value increased 3.47%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.06% | 5,818 | $602.03K | Shares increased 3.06%; reported value increased 6.01%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.04% | 6,333 | $651.70K | Shares increased 8.85%; reported value increased 8.25%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.04% | 8,055 | $832.57K | Shares increased 27.19%; reported value increased 27.75%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 0.03% | 9,140 | $935.81K | Shares increased 13.47%; reported value increased 12.40%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 0.03% | 9,530 | $985.73K | Shares increased 4.27%; reported value increased 5.33%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.04% | 17,833 | $1.82M | Shares increased 87.12%; reported value increased 84.82%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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