Number of Shares
168,147.00
Current Holdings Value*
$17.30 Mil
% of Portfolio
7.87%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
3.86%

Walker Financial Services, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-06-30, Walker Financial Services, Inc. held 168,147.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $17.30 Mil. This investment constitutes 7.87% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.14% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2022Q4. And since then Walker Financial Services, Inc. has made 7 purchases of STIP, at an average price of $97.40, for a total of 278,394.00 shares. In addition, there have been 3 sales at an average price of $98.42 for 110,247.00 shares. Based on historical transaction data and STIP's current price of $102.95, Walker Financial Services, Inc.'s estimated gain on his STIP holdings is $1.05 Mil, reflecting a 3.86% gain to date.

Walker Financial Services, Inc. STIP ($102.95) Holding Chart

Walker Financial Services, Inc. STIP ($102.95) 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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