A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 3,093 shares of STIP stock, worth $313,939. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,093
Previous 4,071 24.02%
Holding current value
$313,939
Previous $412 Million 24.56%
% of portfolio
0.16%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$100.24 - $101.35 $98,034 - $99,120
-978 Reduced 24.02%
3,093 $311 Million
Q3 2024

Oct 15, 2024

BUY
$98.99 - $101.51 $402,988 - $413,247
4,071 New
4,071 $412 Million

Others Institutions Holding STIP

About ISHARES BARCLAYS 0-5 YEAR TIPS


  • Ticker STIP
  • Sector ETFs
  • Industry ETFs
More about STIP
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.