Wallace Advisory Group, LLC STIP Holdings History
Wallace Advisory Group, LLC's iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 16,567.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $1.67 Mil. This investment constitutes 1.15% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0.01% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 2 purchases of STIP, at an average price of $98.19, for a total of 37,407.00 shares. In addition, there have been 6 sales at an average price of $98.04 for 20,840.00 shares. Based on historical transaction data and STIP's current price of $102.45, Wallace Advisory Group, LLC's estimated gain on his STIP holdings is $67,601.38, reflecting a 1.84% gain to date.
Wallace Advisory Group, LLC STIP ($102.45) Holding Chart
Wallace Advisory Group, LLC STIP ($102.45) 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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