Heritage Trust Co TIP Holdings History

Number of Shares
26,163.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
0.35%
Total Estimate Gain
$-243,452.25
% of Total Estimate Gain
-2.62%

Heritage Trust Co's iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, Heritage Trust Co held 26,163.00 shares of iShares TIPS Bond ETF(TIP), totaling $2.91 Mil. This investment constitutes 0.35% of their stock portfolio, and Heritage Trust Co now holds 0.02% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 5 purchases of TIP, at an average price of $113.29, for a total of 81,896.00 shares. In addition, there have been 21 sales at an average price of $110.59 for 55,733.00 shares. Based on historical transaction data and TIP's current price of $109.73, Heritage Trust Co's estimated gain on his TIP holdings is $-243,452.25, reflecting a -2.62% gain to date.

Heritage Trust Co TIP ($109.73) Holding Chart

Heritage Trust Co TIP ($109.73) 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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