COREPATH WEALTH PARTNERS LLC STIP Holdings History
COREPATH WEALTH PARTNERS LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 10,085.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $1.04 Mil. This investment constitutes 0.99% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.01% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2022Q2. And since then COREPATH WEALTH PARTNERS LLC has made 3 purchases of STIP, at an average price of $101.54, for a total of 107,359.00 shares. In addition, there have been 9 sales at an average price of $97.76 for 97,274.00 shares. Based on historical transaction data and STIP's current price of $102.40, COREPATH WEALTH PARTNERS LLC's estimated gain on his STIP holdings is $-359,026.04, reflecting a -3.29% gain to date.
COREPATH WEALTH PARTNERS LLC STIP ($102.40) Holding Chart
COREPATH WEALTH PARTNERS LLC STIP ($102.40) 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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