D L CARLSON INVESTMENT GROUP INC STIP Holdings History
D L CARLSON INVESTMENT GROUP INC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 36,510.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $3.78 Mil. This investment constitutes 0.73% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 0.03% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2023Q2. And since then D L CARLSON INVESTMENT GROUP INC has made 7 purchases of STIP, at an average price of $100.43, for a total of 54,438.00 shares. In addition, there have been 1 sales at an average price of $100.16 for 17,928.00 shares. Based on historical transaction data and STIP's current price of $102.63, D L CARLSON INVESTMENT GROUP INC's estimated gain on his STIP holdings is $75,459.81, reflecting a 1.38% gain to date.
D L CARLSON INVESTMENT GROUP INC STIP ($102.63) Holding Chart
D L CARLSON INVESTMENT GROUP INC STIP ($102.63) 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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