Number of Shares
1,244.00
Current Holdings Value*
$123,700.00
% of Portfolio
0.2%
Total Estimate Gain
$8,111.99
% of Total Estimate Gain
3.35%

Mercer Investments LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2024-03-31, Mercer Investments LLC held 1,244.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $123,700.00. This investment constitutes 0.2% of their stock portfolio, and Mercer Investments LLC now holds -% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2023Q2. And since then Mercer Investments LLC has made 3 purchases of STIP, at an average price of $97.38, for a total of 2,488.00 shares. In addition, there have been 1 sales at an average price of $98.82 for 1,244.00 shares. Based on historical transaction data and STIP's current price of $102.47, Mercer Investments LLC's estimated gain on his STIP holdings is $8,111.99, reflecting a 3.35% gain to date.

Mercer Investments LLC STIP ($102.47) Holding Chart

Mercer Investments LLC STIP ($102.47) 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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