Whalen Wealth Management Inc. STIP Holdings History
Whalen Wealth Management Inc.'s iShares 0-5 Year TIPS Bond ETF Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 29,060.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $3.01 Mil. This investment constitutes 2.01% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.03% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.
The initial trade took place in 2025Q1. And since then Whalen Wealth Management Inc. has made 1 purchases of STIP, at an average price of $101.89, for a total of 29,060.00 shares. Based on historical transaction data and STIP's current price of $102.85, Whalen Wealth Management Inc.'s estimated gain on his STIP holdings is $27,993.50, reflecting a 0.95% gain to date.
Whalen Wealth Management Inc. STIP ($102.85) Holding Chart
Whalen Wealth Management Inc. STIP ($102.85) 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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