SILVER OAK WEALTH ADVISORS SERVICES, LLC STIP Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 16,161.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $1.67 Mil. This investment constitutes 1.49% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.01% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2024Q4. And since then SILVER OAK WEALTH ADVISORS SERVICES, LLC has made 1 purchases of STIP, at an average price of $101.67, for a total of 16,161.00 shares. Based on historical transaction data and STIP's current price of $102.40, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his STIP holdings is $11,723.61, reflecting a 0.71% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC STIP ($102.40) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC STIP ($102.40) 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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