Number of Shares
64,779.00
Current Holdings Value*
$6.70 Mil
% of Portfolio
5.28%
Total Estimate Gain
$134,033.35
% of Total Estimate Gain
2.05%

Sugar Maple Asset Management, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Sugar Maple Asset Management, LLC held 64,779.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $6.70 Mil. This investment constitutes 5.28% of their stock portfolio, and Sugar Maple Asset Management, LLC now holds 0.06% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2024Q4. And since then Sugar Maple Asset Management, LLC has made 2 purchases of STIP, at an average price of $100.87, for a total of 64,779.00 shares. Based on historical transaction data and STIP's current price of $102.94, Sugar Maple Asset Management, LLC's estimated gain on his STIP holdings is $134,033.35, reflecting a 2.05% gain to date.

Sugar Maple Asset Management, LLC STIP ($102.94) Holding Chart

Sugar Maple Asset Management, LLC STIP ($102.94) 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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