Peak Financial Management, Inc. Ishares Barclays 0 5 Year Tips Transaction History
Peak Financial Management, Inc.
- $361 Million
- Q4 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 21,562 shares of STIP stock, worth $2.22 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
21,562
Previous 22,008
2.03%
Holding current value
$2.22 Million
Previous $2.27 Million
2.46%
% of portfolio
0.61%
Previous 0.63%
Shares
12 transactions
Others Institutions Holding STIP
# of Institutions
847Shares Held
80.3MCall 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
-
Modera Wealth Management, LLC2.28MShares$234 Million2.83% of portfolio