Fischer Financial Services, Inc. TIP Holdings History
Number of Shares
106,016.00
Current Holdings Value*
$11.67 Mil
% of Portfolio
3.43%
Total Estimate Gain
$148,143.13
% of Total Estimate Gain
1.29%
Fischer Financial Services, Inc.'s iShares TIPS Bond ETF Holding Summary
As of 2025-06-30, Fischer Financial Services, Inc. held 106,016.00 shares of iShares TIPS Bond ETF(TIP), totaling $11.67 Mil. This investment constitutes 3.43% of their stock portfolio, and Fischer Financial Services, Inc. now holds 0.08% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2024Q4. And since then Fischer Financial Services, Inc. has made 2 purchases of TIP, at an average price of $108.30, for a total of 106,016.00 shares. Based on historical transaction data and TIP's current price of $109.70, Fischer Financial Services, Inc.'s estimated gain on his TIP holdings is $148,143.13, reflecting a 1.29% gain to date.
Fischer Financial Services, Inc. TIP ($109.70) Holding Chart
Fischer Financial Services, Inc. TIP ($109.70) 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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