Holcombe Financial, Inc. STIP Holdings History
Number of Shares
106,091.00
Current Holdings Value*
$10.92 Mil
% of Portfolio
8.22%
Total Estimate Gain
$223,499.42
% of Total Estimate Gain
2.09%
Holcombe Financial, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-06-30, Holcombe Financial, Inc. held 106,091.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $10.92 Mil. This investment constitutes 8.22% of their stock portfolio, and Holcombe Financial, Inc. now holds 0.09% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2024Q4. And since then Holcombe Financial, Inc. has made 2 purchases of STIP, at an average price of $100.83, for a total of 106,091.00 shares. Based on historical transaction data and STIP's current price of $102.94, Holcombe Financial, Inc.'s estimated gain on his STIP holdings is $223,499.42, reflecting a 2.09% gain to date.
Holcombe Financial, Inc. STIP ($102.94) Holding Chart
Holcombe Financial, Inc. 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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