WealthNavi Inc. TIP Holdings History

Number of Shares
797,453.00
Current Holdings Value*
$88.59 Mil
% of Portfolio
0.99%
Total Estimate Gain
$-11.85 Mil
% of Total Estimate Gain
-8.03%

WealthNavi Inc.'s iShares TIPS Bond ETF Holding Summary

As of 2025-03-31, WealthNavi Inc. held 797,453.00 shares of iShares TIPS Bond ETF(TIP), totaling $88.59 Mil. This investment constitutes 0.99% of their stock portfolio, and WealthNavi Inc. now holds 0.6% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2019Q1. And since then WealthNavi Inc. has made 18 purchases of TIP, at an average price of $117.80, for a total of 1.25 Mil shares. In addition, there have been 6 sales at an average price of $106.61 for 455,473.00 shares. Based on historical transaction data and TIP's current price of $109.33, WealthNavi Inc.'s estimated gain on his TIP holdings is $-11.85 Mil, reflecting a -8.03% gain to date.

WealthNavi Inc. TIP ($109.33) Holding Chart

WealthNavi Inc. TIP ($109.33) 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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