Number of Shares
14,705.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
1.23%
Total Estimate Gain
$-450,025.80
% of Total Estimate Gain
-2.90%

VestGen Investment Management's iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, VestGen Investment Management held 14,705.00 shares of iShares TIPS Bond ETF(TIP), totaling $1.63 Mil. This investment constitutes 1.23% of their stock portfolio, and VestGen Investment Management now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2020Q2. And since then VestGen Investment Management has made 11 purchases of TIP, at an average price of $114.56, for a total of 135,454.00 shares. In addition, there have been 6 sales at an average price of $111.38 for 120,749.00 shares. Based on historical transaction data and TIP's current price of $110.04, VestGen Investment Management's estimated gain on his TIP holdings is $-450,025.80, reflecting a -2.90% gain to date.

VestGen Investment Management TIP ($110.04) Holding Chart

VestGen Investment Management TIP ($110.04) 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