Number of Shares
492,944.00
Current Holdings Value*
$51.00 Mil
% of Portfolio
5.31%
Total Estimate Gain
$2.41 Mil
% of Total Estimate Gain
4.47%

Tortoise Investment Management, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Tortoise Investment Management, LLC held 492,944.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $51.00 Mil. This investment constitutes 5.31% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.42% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2017Q4. And since then Tortoise Investment Management, LLC has made 17 purchases of STIP, at an average price of $98.55, for a total of 548,067.00 shares. In addition, there have been 9 sales at an average price of $102.06 for 55,123.00 shares. Based on historical transaction data and STIP's current price of $103.06, Tortoise Investment Management, LLC's estimated gain on his STIP holdings is $2.41 Mil, reflecting a 4.47% gain to date.

Tortoise Investment Management, LLC STIP ($103.06) Holding Chart

Tortoise Investment Management, LLC STIP ($103.06) 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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