Number of Shares
38,575.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
3.48%
Total Estimate Gain
$48,838.11
% of Total Estimate Gain
1.17%

CERTIOR FINANCIAL GROUP, LLC's iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, CERTIOR FINANCIAL GROUP, LLC held 38,575.00 shares of iShares TIPS Bond ETF(TIP), totaling $4.29 Mil. This investment constitutes 3.48% of their stock portfolio, and CERTIOR FINANCIAL GROUP, LLC now holds 0.03% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2024Q4. And since then CERTIOR FINANCIAL GROUP, LLC has made 1 purchases of TIP, at an average price of $108.43, for a total of 38,575.00 shares. Based on historical transaction data and TIP's current price of $109.70, CERTIOR FINANCIAL GROUP, LLC's estimated gain on his TIP holdings is $48,838.11, reflecting a 1.17% gain to date.

CERTIOR FINANCIAL GROUP, LLC TIP ($109.70) Holding Chart

CERTIOR FINANCIAL GROUP, LLC TIP ($109.70) 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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