Penobscot Wealth Management Ishares Barclays 0 5 Year Tips Transaction History
Penobscot Wealth Management
- $239 Million
- Q2 2025
A detailed history of Penobscot Wealth Management transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Penobscot Wealth Management holds 72,615 shares of STIP stock, worth $7.48 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
72,615
Previous 64,825
12.02%
Holding current value
$7.48 Million
Previous $6.71 Million
11.41%
% of portfolio
3.12%
Previous 3.33%
Shares
2 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
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Envestnet Asset Management Inc3.25MShares$334 Million0.1% of portfolio
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Personal Capital Advisors Corp2.47MShares$255 Million1.16% of portfolio
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Modera Wealth Management, LLC2.03MShares$209 Million2.64% of portfolio
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Ritholtz Wealth Management2.02MShares$209 Million4.68% of portfolio