Portside Wealth Group, LLC TIP Holdings History
Portside Wealth Group, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 52,139.00 shares of iShares TIPS Bond ETF(TIP), totaling $5.79 Mil. This investment constitutes 0.94% of their stock portfolio, and Portside Wealth Group, LLC now holds 0.04% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2023Q3. And since then Portside Wealth Group, LLC has made 6 purchases of TIP, at an average price of $107.25, for a total of 60,877.00 shares. In addition, there have been 1 sales at an average price of $106.85 for 8,738.00 shares. Based on historical transaction data and TIP's current price of $109.52, Portside Wealth Group, LLC's estimated gain on his TIP holdings is $114,941.18, reflecting a 1.76% gain to date.
Portside Wealth Group, LLC TIP ($109.52) Holding Chart
Portside Wealth Group, LLC TIP ($109.52) 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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