Number of Shares
303,160.00
Current Holdings Value*
$31.37 Mil
% of Portfolio
5.5%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
4.53%

Abacus Planning Group, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Abacus Planning Group, Inc. held 303,160.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $31.37 Mil. This investment constitutes 5.5% of their stock portfolio, and Abacus Planning Group, Inc. now holds 0.27% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2023Q4. And since then Abacus Planning Group, Inc. has made 6 purchases of STIP, at an average price of $98.36, for a total of 303,160.00 shares. Based on historical transaction data and STIP's current price of $102.81, Abacus Planning Group, Inc.'s estimated gain on his STIP holdings is $1.35 Mil, reflecting a 4.53% gain to date.

Abacus Planning Group, Inc. STIP ($102.81) Holding Chart

Abacus Planning Group, Inc. STIP ($102.81) 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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