JACOBSON & SCHMITT ADVISORS, LLC STIP Holdings History
JACOBSON & SCHMITT ADVISORS, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, JACOBSON & SCHMITT ADVISORS, LLC held 181,317.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $18.76 Mil. This investment constitutes 3.83% of their stock portfolio, and JACOBSON & SCHMITT ADVISORS, LLC now holds 0.16% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2018Q2. And since then JACOBSON & SCHMITT ADVISORS, LLC has made 5 purchases of STIP, at an average price of $100.76, for a total of 191,415.00 shares. In addition, there have been 1 sales at an average price of $98.82 for 10,098.00 shares. Based on historical transaction data and STIP's current price of $102.85, JACOBSON & SCHMITT ADVISORS, LLC's estimated gain on his STIP holdings is $359,134.16, reflecting a 1.86% gain to date.
JACOBSON & SCHMITT ADVISORS, LLC STIP ($102.85) Holding Chart
JACOBSON & SCHMITT ADVISORS, LLC STIP ($102.85) 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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