Wealth Forward, LLC TIP Holdings History
Wealth Forward, LLC's iShares TIPS Bond ETF Holding Summary
As of 2025-03-31, Wealth Forward, LLC held 103,079.00 shares of iShares TIPS Bond ETF(TIP), totaling $11.45 Mil. This investment constitutes 8.15% of their stock portfolio, and Wealth Forward, LLC now holds 0.08% of the outstanding iShares TIPS Bond ETF(TIP) stock.
The initial trade took place in 2023Q4. And since then Wealth Forward, LLC has made 4 purchases of TIP, at an average price of $104.79, for a total of 104,463.00 shares. In addition, there have been 1 sales at an average price of $108.65 for 1,384.00 shares. Based on historical transaction data and TIP's current price of $109.26, Wealth Forward, LLC's estimated gain on his TIP holdings is $466,482.08, reflecting a 4.26% gain to date.
Wealth Forward, LLC TIP ($109.26) Holding Chart
Wealth Forward, LLC TIP ($109.26) 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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