REGIMEN WEALTH, LLC TIP Holdings History

Number of Shares
3,755.00
Current Holdings Value*
$417,170.00
% of Portfolio
0.13%
Total Estimate Gain
$2,443.03
% of Total Estimate Gain
0.19%

REGIMEN WEALTH, LLC's iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, REGIMEN WEALTH, LLC held 3,755.00 shares of iShares TIPS Bond ETF(TIP), totaling $417,170.00. This investment constitutes 0.13% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2022Q4. And since then REGIMEN WEALTH, LLC has made 3 purchases of TIP, at an average price of $107.54, for a total of 11,692.00 shares. In addition, there have been 3 sales at an average price of $106.79 for 7,937.00 shares. Based on historical transaction data and TIP's current price of $109.79, REGIMEN WEALTH, LLC's estimated gain on his TIP holdings is $2,443.03, reflecting a 0.19% gain to date.

REGIMEN WEALTH, LLC TIP ($109.79) Holding Chart

REGIMEN WEALTH, LLC TIP ($109.79) 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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