Independence Financial Advisors, LLC TIP Holdings History
Number of Shares
104,420.00
Current Holdings Value*
$11.60 Mil
% of Portfolio
4.41%
Total Estimate Gain
$106,508.40
% of Total Estimate Gain
0.94%
Independence Financial Advisors, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 104,420.00 shares of iShares TIPS Bond ETF(TIP), totaling $11.60 Mil. This investment constitutes 4.41% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.08% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and TIP's current price of $109.65, Independence Financial Advisors, LLC's estimated gain on his TIP holdings is $106,508.40, reflecting a 0.94% gain to date.
Independence Financial Advisors, LLC TIP ($109.65) Holding Chart
Independence Financial Advisors, LLC TIP ($109.65) 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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