Number of Shares
216,913.00
Current Holdings Value*
$22.44 Mil
% of Portfolio
4.48%
Total Estimate Gain
$416,308.35
% of Total Estimate Gain
1.90%

Sensible Financial Planning & Management, LLC.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 216,913.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $22.44 Mil. This investment constitutes 4.48% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.19% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2018Q2. And since then Sensible Financial Planning & Management, LLC. has made 27 purchases of STIP, at an average price of $100.90, for a total of 217,479.00 shares. In addition, there have been 1 sales at an average price of $101.87 for 566.00 shares. Based on historical transaction data and STIP's current price of $102.82, Sensible Financial Planning & Management, LLC.'s estimated gain on his STIP holdings is $416,308.35, reflecting a 1.90% gain to date.

Sensible Financial Planning & Management, LLC. STIP ($102.82) Holding Chart

Sensible Financial Planning & Management, LLC. STIP ($102.82) 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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