Number of Shares
23,347.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
2.12%
Total Estimate Gain
$23,330.47
% of Total Estimate Gain
0.99%

Ewing Morris & Co. Investment Partners Ltd.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Ewing Morris & Co. Investment Partners Ltd. held 23,347.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $3.48 Mil. This investment constitutes 2.12% of their stock portfolio, and Ewing Morris & Co. Investment Partners Ltd. now holds 0.02% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2024Q4. And since then Ewing Morris & Co. Investment Partners Ltd. has made 2 purchases of STIP, at an average price of $101.40, for a total of 23,347.00 shares. Based on historical transaction data and STIP's current price of $102.40, Ewing Morris & Co. Investment Partners Ltd.'s estimated gain on his STIP holdings is $23,330.47, reflecting a 0.99% gain to date.

Ewing Morris & Co. Investment Partners Ltd. STIP ($102.40) Holding Chart

Ewing Morris & Co. Investment Partners Ltd. STIP ($102.40) 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