Gould Asset Management LLC Ishares Barclays 0 5 Year Tips Transaction History
Gould Asset Management LLC
- $507 Million
- Q2 2025
A detailed history of Gould Asset Management LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Gould Asset Management LLC holds 360,069 shares of STIP stock, worth $37.1 Million. This represents 7.31% of its overall portfolio holdings.
Number of Shares
360,069
Previous 312,662
15.16%
Holding current value
$37.1 Million
Previous $32.4 Million
14.54%
% of portfolio
7.31%
Previous 6.71%
Shares
32 transactions
Others Institutions Holding STIP
# of Institutions
790Shares Held
71.5MCall Options Held
3KPut Options Held
0-
Betterment LLC New York, NY3.82MShares$394 Million0.94% of portfolio
-
Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
-
Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
-
Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
-
Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio