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