TPB WEALTH ADVISORS TIP Holdings History
TPB WEALTH ADVISORS's iShares TIPS Bond ETF Holding Summary
As of 2023-03-31, TPB WEALTH ADVISORS held 94,355.00 shares of iShares TIPS Bond ETF(TIP), totaling $10.40 Mil. This investment constitutes 5.67% of their stock portfolio, and TPB WEALTH ADVISORS now holds 0.05% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2020Q4. And since then TPB WEALTH ADVISORS has made 6 purchases of TIP, at an average price of $121.76, for a total of 188,090.00 shares. In addition, there have been 3 sales at an average price of $115.02 for 93,735.00 shares. Based on historical transaction data and TIP's current price of $109.48, TPB WEALTH ADVISORS's estimated gain on his TIP holdings is $-1.79 Mil, reflecting a -7.82% gain to date.
TPB WEALTH ADVISORS TIP ($109.48) Holding Chart
TPB WEALTH ADVISORS TIP ($109.48) 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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