Number of Shares
48,695.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
2.04%
Total Estimate Gain
$24,834.45
% of Total Estimate Gain
0.50%

Straight Path Wealth Management's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Straight Path Wealth Management held 48,695.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $5.04 Mil. This investment constitutes 2.04% of their stock portfolio, and Straight Path Wealth Management now holds 0.04% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2025Q1. And since then Straight Path Wealth Management has made 1 purchases of STIP, at an average price of $101.89, for a total of 48,695.00 shares. Based on historical transaction data and STIP's current price of $102.40, Straight Path Wealth Management's estimated gain on his STIP holdings is $24,834.45, reflecting a 0.50% gain to date.

Straight Path Wealth Management STIP ($102.40) Holding Chart

Straight Path Wealth Management 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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