Peak Financial Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Peak Financial Management, Inc.
- $338 Million
- Q2 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 24,039 shares of STIP stock, worth $2.47 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
24,039
Previous 24,648
2.47%
Holding current value
$2.47 Million
Previous $2.55 Million
3.02%
% of portfolio
0.73%
Previous 0.77%
Shares
10 transactions
Others Institutions Holding STIP
# of Institutions
768Shares Held
67.8MCall Options Held
3KPut Options Held
420-
Betterment LLC New York, NY3.82MShares$393 Million0.94% of portfolio
-
Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Modera Wealth Management, LLC1.96MShares$201 Million2.79% of portfolio
-
Black Rock Inc. New York, NY1.81MShares$186 Million0.0% of portfolio
-
Ritholtz Wealth Management1.78MShares$183 Million5.58% of portfolio