Wechter Feldman Wealth Management, Inc. STIP Holdings History
Wechter Feldman Wealth Management, Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2021-06-30, Wechter Feldman Wealth Management, Inc. held 125,121.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $13.30 Mil. This investment constitutes 9.31% of their stock portfolio, and Wechter Feldman Wealth Management, Inc. now holds 0.12% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2018Q2. And since then Wechter Feldman Wealth Management, Inc. has made 8 purchases of STIP, at an average price of $100.24, for a total of 134,445.00 shares. In addition, there have been 5 sales at an average price of $102.57 for 9,324.00 shares. Based on historical transaction data and STIP's current price of $102.81, Wechter Feldman Wealth Management, Inc.'s estimated gain on his STIP holdings is $343,433.18, reflecting a 2.55% gain to date.
Wechter Feldman Wealth Management, Inc. STIP ($102.81) Holding Chart
Wechter Feldman Wealth Management, Inc. STIP ($102.81) 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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