ProVise Management Group, LLC STIP Holdings History
ProVise Management Group, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 203,370.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $21.04 Mil. This investment constitutes 1.79% of their stock portfolio, and ProVise Management Group, LLC now holds 0.18% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2021Q4. And since then ProVise Management Group, LLC has made 11 purchases of STIP, at an average price of $102.61, for a total of 221,930.00 shares. In addition, there have been 3 sales at an average price of $97.21 for 18,560.00 shares. Based on historical transaction data and STIP's current price of $102.95, ProVise Management Group, LLC's estimated gain on his STIP holdings is $-30,126.81, reflecting a -0.13% gain to date.
ProVise Management Group, LLC STIP ($102.95) Holding Chart
ProVise Management Group, LLC STIP ($102.95) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
