Ted Buchan & Co TIP Holdings History

Number of Shares
98,553.00
Current Holdings Value*
$10.95 Mil
% of Portfolio
5.18%
Total Estimate Gain
$222,557.86
% of Total Estimate Gain
2.10%

Ted Buchan & Co's iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, Ted Buchan & Co held 98,553.00 shares of iShares TIPS Bond ETF(TIP), totaling $10.95 Mil. This investment constitutes 5.18% of their stock portfolio, and Ted Buchan & Co now holds 0.08% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2022Q4. And since then Ted Buchan & Co has made 5 purchases of TIP, at an average price of $107.22, for a total of 98,961.00 shares. In addition, there have been 2 sales at an average price of $105.66 for 408.00 shares. Based on historical transaction data and TIP's current price of $109.48, Ted Buchan & Co's estimated gain on his TIP holdings is $222,557.86, reflecting a 2.10% gain to date.

Ted Buchan & Co TIP ($109.48) Holding Chart

Ted Buchan & Co 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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