Sterling Financial Planning, Inc. TIP Holdings History
Sterling Financial Planning, Inc.'s iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 15,876.00 shares of iShares TIPS Bond ETF(TIP), totaling $1.76 Mil. This investment constitutes 0.64% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.01% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2021Q1. And since then Sterling Financial Planning, Inc. has made 12 purchases of TIP, at an average price of $109.35, for a total of 31,929.00 shares. In addition, there have been 5 sales at an average price of $108.16 for 16,053.00 shares. Based on historical transaction data and TIP's current price of $109.70, Sterling Financial Planning, Inc.'s estimated gain on his TIP holdings is $-13,756.70, reflecting a -0.39% gain to date.
Sterling Financial Planning, Inc. TIP ($109.70) Holding Chart
Sterling Financial Planning, Inc. TIP ($109.70) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
