PENOBSCOT WEALTH MANAGEMENT STIP Holdings History
Number of Shares
64,825.00
Current Holdings Value*
$6.71 Mil
% of Portfolio
2.82%
Total Estimate Gain
$52,300.81
% of Total Estimate Gain
0.79%
PENOBSCOT WEALTH MANAGEMENT's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 64,825.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $6.71 Mil. This investment constitutes 2.82% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 0.06% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2025Q1. And since then PENOBSCOT WEALTH MANAGEMENT has made 1 purchases of STIP, at an average price of $101.89, for a total of 64,825.00 shares. Based on historical transaction data and STIP's current price of $102.70, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his STIP holdings is $52,300.81, reflecting a 0.79% gain to date.
PENOBSCOT WEALTH MANAGEMENT STIP ($102.70) Holding Chart
PENOBSCOT WEALTH MANAGEMENT STIP ($102.70) 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 % |
Top Ranked Articles
- 1