Number of Shares
27,829.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
2.29%
Total Estimate Gain
$-54,468.74
% of Total Estimate Gain
-1.61%

RESOLUTE FINANCIAL, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2022-12-31, RESOLUTE FINANCIAL, LLC held 27,829.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $2.70 Mil. This investment constitutes 2.29% of their stock portfolio, and RESOLUTE FINANCIAL, LLC now holds 0.02% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2021Q4. And since then RESOLUTE FINANCIAL, LLC has made 2 purchases of STIP, at an average price of $103.94, for a total of 32,486.00 shares. In addition, there have been 2 sales at an average price of $97.65 for 4,657.00 shares. Based on historical transaction data and STIP's current price of $103.03, RESOLUTE FINANCIAL, LLC's estimated gain on his STIP holdings is $-54,468.74, reflecting a -1.61% gain to date.

RESOLUTE FINANCIAL, LLC STIP ($103.03) Holding Chart

RESOLUTE FINANCIAL, LLC STIP ($103.03) 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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