Trivant Custom Portfolio Group, LLC STIP Holdings History
Trivant Custom Portfolio Group, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 60,772.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $6.29 Mil. This investment constitutes 3.73% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0.05% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2023Q1. And since then Trivant Custom Portfolio Group, LLC has made 5 purchases of STIP, at an average price of $97.64, for a total of 103,976.00 shares. In addition, there have been 3 sales at an average price of $97.80 for 43,204.00 shares. Based on historical transaction data and STIP's current price of $102.51, Trivant Custom Portfolio Group, LLC's estimated gain on his STIP holdings is $303,363.24, reflecting a 2.99% gain to date.
Trivant Custom Portfolio Group, LLC STIP ($102.51) Holding Chart
Trivant Custom Portfolio Group, LLC STIP ($102.51) 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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