A detailed history of Continuum Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 8,143 shares of STIP stock, worth $825,781. This represents 0.43% of its overall portfolio holdings.

Number of Shares
8,143
Previous 8,180 0.45%
Holding current value
$825,781
Previous $813,000 0.37%
% of portfolio
0.43%
Previous 0.46%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$98.69 - $99.57 $3,651 - $3,684
-37 Reduced 0.45%
8,143 $810,000
Q1 2024

May 20, 2024

SELL
$98.36 - $99.47 $61,376 - $62,069
-624 Reduced 7.09%
8,180 $813,000
Q4 2023

Jan 31, 2024

SELL
$96.33 - $98.68 $21,577 - $22,104
-224 Reduced 2.48%
8,804 $867,000
Q3 2023

Oct 25, 2023

SELL
$96.73 - $97.56 $42,367 - $42,731
-438 Reduced 4.63%
9,028 $874,000
Q2 2023

Jul 27, 2023

SELL
$97.43 - $99.5 $32,151 - $32,835
-330 Reduced 3.37%
9,466 $923,000
Q1 2023

May 15, 2023

SELL
$96.86 - $99.23 $1.55 Million - $1.59 Million
-15,988 Reduced 62.01%
9,796 $972,000
Q4 2022

Mar 01, 2023

BUY
$96.57 - $98.11 $2.49 Million - $2.53 Million
25,784 New
25,784 $2.5 Billion

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
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