Peak Financial Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Peak Financial Management, Inc. holds 22,008 shares of STIP stock, worth $2.26 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
22,008
Previous 24,039
8.45%
Holding current value
$2.26 Million
Previous $2.47 Million
8.05%
% of portfolio
0.63%
Previous 0.73%
Shares
11 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
-
Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio