Evoke Wealth, LLC STIP Holdings History
Evoke Wealth, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 208,130.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $21.54 Mil. This investment constitutes 0.56% of their stock portfolio, and Evoke Wealth, LLC now holds 0.18% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2021Q4. And since then Evoke Wealth, LLC has made 7 purchases of STIP, at an average price of $103.25, for a total of 434,318.00 shares. In addition, there have been 3 sales at an average price of $104.20 for 226,188.00 shares. Based on historical transaction data and STIP's current price of $102.94, Evoke Wealth, LLC's estimated gain on his STIP holdings is $152,147.66, reflecting a 0.34% gain to date.
Evoke Wealth, LLC STIP ($102.94) Holding Chart
Evoke Wealth, LLC 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 % |
Top Ranked Articles
- 1