Hillcrest Wealth Advisors - NY, LLC STIP Holdings History
Hillcrest Wealth Advisors - NY, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Hillcrest Wealth Advisors - NY, LLC held 47,225.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $4.89 Mil. This investment constitutes 2.42% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0.04% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 13 purchases of STIP, at an average price of $98.71, for a total of 103,770.00 shares. In addition, there have been 11 sales at an average price of $98.89 for 56,545.00 shares. Based on historical transaction data and STIP's current price of $102.94, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his STIP holdings is $209,788.83, reflecting a 2.05% gain to date.
Hillcrest Wealth Advisors - NY, LLC STIP ($102.94) Holding Chart
Hillcrest Wealth Advisors - NY, LLC STIP ($102.94) 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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