JSF Financial, LLC STIP Holdings History
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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