Mutual Advisors, LLC STIP Holdings History

Number of Shares
131,492.00
Current Holdings Value*
$13.57 Mil
% of Portfolio
0.39%
Total Estimate Gain
$-30,046.89
% of Total Estimate Gain
-0.10%

Mutual Advisors, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Mutual Advisors, LLC held 131,492.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $13.57 Mil. This investment constitutes 0.39% of their stock portfolio, and Mutual Advisors, LLC now holds 0.11% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2019Q2. And since then Mutual Advisors, LLC has made 11 purchases of STIP, at an average price of $102.65, for a total of 285,331.00 shares. In addition, there have been 13 sales at an average price of $102.21 for 153,839.00 shares. Based on historical transaction data and STIP's current price of $102.94, Mutual Advisors, LLC's estimated gain on his STIP holdings is $-30,046.89, reflecting a -0.10% gain to date.

Mutual Advisors, LLC STIP ($102.94) Holding Chart

Mutual Advisors, 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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