H&H Retirement Design & Management INC TIP Holdings History
H&H Retirement Design & Management INC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 67,916.00 shares of iShares TIPS Bond ETF(TIP), totaling $7.37 Mil. This investment constitutes 4.9% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.05% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2023Q1. And since then H&H Retirement Design & Management INC has made 4 purchases of TIP, at an average price of $108.07, for a total of 98,977.00 shares. In addition, there have been 5 sales at an average price of $107.25 for 31,061.00 shares. Based on historical transaction data and TIP's current price of $109.22, H&H Retirement Design & Management INC's estimated gain on his TIP holdings is $52,381.29, reflecting a 0.49% gain to date.
H&H Retirement Design & Management INC TIP ($109.22) Holding Chart
H&H Retirement Design & Management INC TIP ($109.22) 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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