Quotient Wealth Partners, LLC STIP Holdings History
Quotient Wealth Partners, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 904,284.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $93.57 Mil. This investment constitutes 2.99% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.78% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 4 purchases of STIP, at an average price of $99.89, for a total of 923,190.00 shares. In addition, there have been 1 sales at an average price of $99.21 for 18,906.00 shares. Based on historical transaction data and STIP's current price of $102.85, Quotient Wealth Partners, LLC's estimated gain on his STIP holdings is $2.66 Mil, reflecting a 2.89% gain to date.
Quotient Wealth Partners, LLC STIP ($102.85) Holding Chart
Quotient Wealth Partners, LLC STIP ($102.85) 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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