Number of Shares
1,745.00
Current Holdings Value*
$176,760.00
% of Portfolio
0.68%
Total Estimate Gain
$-13,577.53
% of Total Estimate Gain
-3.13%

Peterson Financial Group, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2024-09-30, Peterson Financial Group, Inc. held 1,745.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $176,760.00. This investment constitutes 0.68% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 3 purchases of STIP, at an average price of $103.46, for a total of 4,198.00 shares. In addition, there have been 3 sales at an average price of $98.30 for 2,453.00 shares. Based on historical transaction data and STIP's current price of $102.94, Peterson Financial Group, Inc.'s estimated gain on his STIP holdings is $-13,577.53, reflecting a -3.13% gain to date.

Peterson Financial Group, Inc. STIP ($102.94) Holding Chart

Peterson Financial Group, Inc. 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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