Modern Wealth Management, LLC STIP Holdings History
Modern Wealth Management, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 622,991.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $64.46 Mil. This investment constitutes 2.06% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.51% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 2 purchases of STIP, at an average price of $97.51, for a total of 1.10 Mil shares. In addition, there have been 3 sales at an average price of $100.65 for 479,862.00 shares. Based on historical transaction data and STIP's current price of $102.94, Modern Wealth Management, LLC's estimated gain on his STIP holdings is $4.89 Mil, reflecting a 4.55% gain to date.
Modern Wealth Management, LLC STIP ($102.94) Holding Chart
Modern Wealth Management, LLC STIP ($102.94) 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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