ALTFEST L J & CO INC STIP Holdings History

Number of Shares
32,796.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
0.43%
Total Estimate Gain
$-1.81 Mil
% of Total Estimate Gain
-2.12%

ALTFEST L J & CO INC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 32,796.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $3.39 Mil. This investment constitutes 0.43% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.03% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2018Q2. And since then ALTFEST L J & CO INC has made 12 purchases of STIP, at an average price of $101.82, for a total of 837,443.00 shares. In addition, there have been 16 sales at an average price of $99.54 for 804,647.00 shares. Based on historical transaction data and STIP's current price of $102.68, ALTFEST L J & CO INC's estimated gain on his STIP holdings is $-1.81 Mil, reflecting a -2.12% gain to date.

ALTFEST L J & CO INC STIP ($102.68) Holding Chart

ALTFEST L J & CO INC STIP ($102.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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