Stone Summit Wealth LLC STIP Holdings History
Stone Summit Wealth LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-06-30, Stone Summit Wealth LLC held 40,217.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $4.14 Mil. This investment constitutes 1.28% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.03% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 9 purchases of STIP, at an average price of $103.32, for a total of 55,682.00 shares. In addition, there have been 6 sales at an average price of $97.70 for 15,465.00 shares. Based on historical transaction data and STIP's current price of $102.85, Stone Summit Wealth LLC's estimated gain on his STIP holdings is $-105,509.81, reflecting a -1.83% gain to date.
Stone Summit Wealth LLC STIP ($102.85) Holding Chart
Stone Summit Wealth LLC STIP ($102.85) 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
