ELEVATE WEALTH ADVISORY, INC STIP Holdings History
ELEVATE WEALTH ADVISORY, INC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 79,332.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $8.21 Mil. This investment constitutes 5.81% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0.07% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 5 purchases of STIP, at an average price of $98.04, for a total of 79,332.00 shares. Based on historical transaction data and STIP's current price of $102.94, ELEVATE WEALTH ADVISORY, INC's estimated gain on his STIP holdings is $388,334.89, reflecting a 4.99% gain to date.
ELEVATE WEALTH ADVISORY, INC STIP ($102.94) Holding Chart
ELEVATE WEALTH ADVISORY, INC STIP ($102.94) 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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