Number of Shares
33,611.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
1.85%
Total Estimate Gain
$80,715.84
% of Total Estimate Gain
2.40%

CHB Investment Group, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, CHB Investment Group, LLC held 33,611.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $3.48 Mil. This investment constitutes 1.85% of their stock portfolio, and CHB Investment Group, LLC now holds 0.03% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2024Q3. And since then CHB Investment Group, LLC has made 2 purchases of STIP, at an average price of $100.27, for a total of 33,611.00 shares. Based on historical transaction data and STIP's current price of $102.67, CHB Investment Group, LLC's estimated gain on his STIP holdings is $80,715.84, reflecting a 2.40% gain to date.

CHB Investment Group, LLC STIP ($102.67) Holding Chart

CHB Investment Group, LLC STIP ($102.67) 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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