Destination Wealth Management STIP Holdings History
Destination Wealth Management's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Destination Wealth Management held 741,426.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $76.72 Mil. This investment constitutes 2.42% of their stock portfolio, and Destination Wealth Management now holds 0.64% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2017Q1. And since then Destination Wealth Management has made 24 purchases of STIP, at an average price of $100.83, for a total of 958,848.00 shares. In addition, there have been 5 sales at an average price of $97.79 for 217,422.00 shares. Based on historical transaction data and STIP's current price of $103.07, Destination Wealth Management's estimated gain on his STIP holdings is $1.00 Mil, reflecting a 1.04% gain to date.
Destination Wealth Management STIP ($103.07) Holding Chart
Destination Wealth Management 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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