Aristotle Portfolio Optimization Growth Fund TIP Holdings History
Aristotle Portfolio Optimization Growth Fund's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Growth Fund held 55,533.00 shares of iShares TIPS Bond ETF(TIP), totaling $6.17 Mil. This investment constitutes 2.53% of their stock portfolio, and Aristotle Portfolio Optimization Growth Fund now holds 0.04% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2023Q4. And since then Aristotle Portfolio Optimization Growth Fund has made 4 purchases of TIP, at an average price of $106.50, for a total of 63,507.00 shares. In addition, there have been 2 sales at an average price of $108.63 for 7,974.00 shares. Based on historical transaction data and TIP's current price of $109.12, Aristotle Portfolio Optimization Growth Fund's estimated gain on his TIP holdings is $162,423.86, reflecting a 2.40% gain to date.
Aristotle Portfolio Optimization Growth Fund TIP ($109.12) Holding Chart
Aristotle Portfolio Optimization Growth Fund TIP ($109.12) 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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