Straight Path Wealth Management STIP Holdings History
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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