Number of Shares
120,498.00
Current Holdings Value*
$12.40 Mil
% of Portfolio
5.56%
Total Estimate Gain
$-2.07 Mil
% of Total Estimate Gain
-4.30%

Deane Retirement Strategies, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-06-30, Deane Retirement Strategies, Inc. held 120,498.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $12.40 Mil. This investment constitutes 5.56% of their stock portfolio, and Deane Retirement Strategies, Inc. now holds 0.1% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2018Q2. And since then Deane Retirement Strategies, Inc. has made 11 purchases of STIP, at an average price of $103.15, for a total of 466,066.00 shares. In addition, there have been 8 sales at an average price of $97.20 for 345,568.00 shares. Based on historical transaction data and STIP's current price of $103.07, Deane Retirement Strategies, Inc.'s estimated gain on his STIP holdings is $-2.07 Mil, reflecting a -4.30% gain to date.

Deane Retirement Strategies, Inc. STIP ($103.07) Holding Chart

Deane Retirement Strategies, Inc. STIP ($103.07) 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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