Number of Shares
17,936.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.05%
Total Estimate Gain
$-364,278.50
% of Total Estimate Gain
-5.44%

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 $109.76, Independent Family Office, LLC's estimated gain on his TIP holdings is $-364,278.50, reflecting a -5.44% gain to date.

Independent Family Office, LLC TIP ($109.76) Holding Chart

Independent Family Office, LLC TIP ($109.76) 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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