KerberRose Wealth Management, LLC TIP Holdings History
Number of Shares
52,159.00
Current Holdings Value*
$5.94 Mil
% of Portfolio
4.84%
Total Estimate Gain
$-393,278.86
% of Total Estimate Gain
-6.45%
KerberRose Wealth Management, LLC's iShares TIPS Bond ETF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 52,159.00 shares of iShares TIPS Bond ETF(TIP), totaling $5.94 Mil. This investment constitutes 4.84% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.02% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and TIP's current price of $109.33, KerberRose Wealth Management, LLC's estimated gain on his TIP holdings is $-393,278.86, reflecting a -6.45% gain to date.
KerberRose Wealth Management, LLC TIP ($109.33) Holding Chart
KerberRose Wealth Management, LLC TIP ($109.33) 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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