Insight Wealth Strategies, LLC TIP Holdings History
Insight Wealth Strategies, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held - shares of iShares TIPS Bond ETF(TIP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2018Q4. And since then Insight Wealth Strategies, LLC has made 12 purchases of TIP, at an average price of $118.98, for a total of 384,406.00 shares. In addition, there have been 13 sales at an average price of $114.23 for 384,406.00 shares. Based on historical transaction data and TIP's current price of $109.27, Insight Wealth Strategies, LLC's estimated gain on his TIP holdings is $-1.83 Mil, reflecting a -3.99% gain to date.
Insight Wealth Strategies, LLC TIP ($109.27) Holding Chart
Insight Wealth Strategies, LLC TIP ($109.27) 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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