Number of Shares
152,982.00
Current Holdings Value*
$15.83 Mil
% of Portfolio
3.83%
Total Estimate Gain
$2.94 Mil
% of Total Estimate Gain
1.46%

Financial Gravity Asset Management, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 152,982.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $15.83 Mil. This investment constitutes 3.83% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.13% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2018Q2. And since then Financial Gravity Asset Management, Inc. has made 13 purchases of STIP, at an average price of $97.87, for a total of 2.06 Mil shares. In addition, there have been 11 sales at an average price of $99.03 for 1.90 Mil shares. Based on historical transaction data and STIP's current price of $102.63, Financial Gravity Asset Management, Inc.'s estimated gain on his STIP holdings is $2.94 Mil, reflecting a 1.46% gain to date.

Financial Gravity Asset Management, Inc. STIP ($102.63) Holding Chart

Financial Gravity Asset Management, Inc. STIP ($102.63) 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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