Buck Wealth Strategies, LLC TIP Holdings History
Buck Wealth Strategies, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Buck Wealth Strategies, LLC held 109,616.00 shares of iShares TIPS Bond ETF(TIP), totaling $12.18 Mil. This investment constitutes 2.21% of their stock portfolio, and Buck Wealth Strategies, LLC now holds 0.08% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2022Q3. And since then Buck Wealth Strategies, LLC has made 5 purchases of TIP, at an average price of $108.15, for a total of 206,011.00 shares. In addition, there have been 3 sales at an average price of $107.57 for 96,395.00 shares. Based on historical transaction data and TIP's current price of $109.90, Buck Wealth Strategies, LLC's estimated gain on his TIP holdings is $136,572.51, reflecting a 0.61% gain to date.
Buck Wealth Strategies, LLC TIP ($109.90) Holding Chart
Buck Wealth Strategies, LLC TIP ($109.90) 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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