JSF Financial, LLC STIP Holdings History

Number of Shares
231,040.00
Current Holdings Value*
$23.91 Mil
% of Portfolio
6.31%
Total Estimate Gain
$-531,676.88
% of Total Estimate Gain
-1.48%

JSF Financial, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, JSF Financial, LLC held 231,040.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $23.91 Mil. This investment constitutes 6.31% of their stock portfolio, and JSF Financial, LLC now holds 0.2% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2021Q4. And since then JSF Financial, LLC has made 4 purchases of STIP, at an average price of $102.94, for a total of 348,011.00 shares. In addition, there have been 5 sales at an average price of $99.47 for 116,971.00 shares. Based on historical transaction data and STIP's current price of $102.39, JSF Financial, LLC's estimated gain on his STIP holdings is $-531,676.88, reflecting a -1.48% gain to date.

JSF Financial, LLC STIP ($102.39) Holding Chart

JSF Financial, LLC STIP ($102.39) 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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