Independent Family Office, LLC TIP Holdings History
Independent Family Office, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 17,936.00 shares of iShares TIPS Bond ETF(TIP), totaling $1.99 Mil. This investment constitutes 1.05% of their stock portfolio, and Independent Family Office, LLC now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 4 purchases of TIP, at an average price of $116.31, for a total of 57,526.00 shares. In addition, there have been 11 sales at an average price of $110.08 for 39,590.00 shares. Based on historical transaction data and TIP's current price of $109.90, Independent Family Office, LLC's estimated gain on his TIP holdings is $-361,767.46, reflecting a -5.41% gain to date.
Independent Family Office, LLC TIP ($109.90) Holding Chart
Independent Family Office, LLC TIP ($109.90) 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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