SEC 13F Intelligence

Family Firm, Inc. / STIP

Family Firm, Inc.’s Ishares Tr Position

Does Family Firm, Inc. own Ishares Tr (STIP)? Yes — 148.8K shares worth $15M (+3.69% of its 13F portfolio) as of Q2 2025, up from 146.9K shares the prior filed quarter.

Position Value
$15M
Q2 2025
Shares
148.8K
% of Portfolio
+3.69%
Quarters Held
27
currently held

Position History STIP

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $10MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ3 ’21: $11MQ4 ’21: $11MQ4 ’21Q1 ’22: $11MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $13MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $14MQ4 ’23Q1 ’24: $14MQ2 ’24: $14MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $15MQ2 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025148.8K$15M+3.69%
Q1 2025146.9K$15M+3.39%
Q4 2024143.9K$14M+3.22%
Q3 2024141.6K$14M+3.14%
Q2 2024142.9K$14M+3.17%
Q1 2024140.7K$14M+3.41%
Q4 2023137.0K$14M+3.48%
Q3 2023134.8K$13M+3.67%
Q2 2023132.3K$13M+3.41%
Q1 2023126.8K$13M+3.48%
Q4 2022122.7K$12M+3.48%
Q3 2022101.8K$11M+2.80%
Q2 2022101.6K$11M+2.78%
Q1 2022101.6K$11M+2.78%
Q4 2021101.6K$11M+2.78%
Q3 202199.8K$11M+2.78%
Q2 202196.8K$10M+2.80%
Q1 202193.6K$10M+2.86%
Q4 202093.8K$10M+2.93%
Q3 202092.8K$10M+3.46%
Q2 202091.8K$9M+3.52%
Q1 202097.1K$10M+4.13%
Q4 201998.2K$10M+3.35%
Q3 201995.7K$10M+3.41%
Q2 201996.7K$10M+3.44%
Q1 201998.3K$10M+3.56%
Q4 2018100.7K$10M+3.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Family Firm, Inc.’s full portfolio or all institutional holders of STIP.