Number of Shares
77,911.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
4.41%
Total Estimate Gain
$-1.30 Mil
% of Total Estimate Gain
-12.02%

WC Walker & Associates, Inc.'s iShares TIPS Bond ETF Holding Summary

As of 2022-12-31, WC Walker & Associates, Inc. held 77,911.00 shares of iShares TIPS Bond ETF(TIP), totaling $8.33 Mil. This investment constitutes 4.41% of their stock portfolio, and WC Walker & Associates, Inc. now holds 0.04% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2020Q4. And since then WC Walker & Associates, Inc. has made 6 purchases of TIP, at an average price of $124.50, for a total of 86,705.00 shares. In addition, there have been 2 sales at an average price of $111.08 for 8,794.00 shares. Based on historical transaction data and TIP's current price of $109.36, WC Walker & Associates, Inc.'s estimated gain on his TIP holdings is $-1.30 Mil, reflecting a -12.02% gain to date.

WC Walker & Associates, Inc. TIP ($109.36) Holding Chart

WC Walker & Associates, Inc. TIP ($109.36) 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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