Cascade Financial Partners, LLC STIP Holdings History
Number of Shares
55,241.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
0.72%
Total Estimate Gain
$161,674.97
% of Total Estimate Gain
2.93%
Cascade Financial Partners, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Cascade Financial Partners, LLC held 55,241.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $5.72 Mil. This investment constitutes 0.72% of their stock portfolio, and Cascade Financial Partners, LLC now holds 0.05% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2024Q1. And since then Cascade Financial Partners, LLC has made 4 purchases of STIP, at an average price of $99.92, for a total of 55,241.00 shares. Based on historical transaction data and STIP's current price of $102.85, Cascade Financial Partners, LLC's estimated gain on his STIP holdings is $161,674.97, reflecting a 2.93% gain to date.
Cascade Financial Partners, LLC STIP ($102.85) Holding Chart
Cascade Financial Partners, LLC STIP ($102.85) 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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