Copia Wealth Management STIP Holdings History
Copia Wealth Management's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 31,742.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $3.28 Mil. This investment constitutes 3.04% of their stock portfolio, and Copia Wealth Management now holds 0.03% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of STIP, at an average price of $100.83, for a total of 31,742.00 shares. Based on historical transaction data and STIP's current price of $102.40, Copia Wealth Management's estimated gain on his STIP holdings is $49,806.62, reflecting a 1.56% gain to date.
Copia Wealth Management STIP ($102.40) Holding Chart
Copia Wealth Management 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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