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iShares Barclays TIPS Bond Fund shares owned by Aletheian Wealth Advisors

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Aletheian Wealth Advisors from 13F filings

Historical chart of Aletheian Wealth Advisors investment in iShares Barclays TIPS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 2.3k 107.39
2023-12-31 $246k 2.3k 107.47
2023-09-30 $297k 2.9k 103.70
2023-06-30 $346k 3.2k 107.60
2023-03-31 $334k 3.0k 110.23
2022-12-31 $609k 5.7k 106.43
2022-09-30 $1.1M 10k 104.93
2022-06-30 $1.1M 9.3k 113.97

More positions owned by Aletheian Wealth Advisors

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Coinbase Global Com Cl A (COIN)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A (META)

View all positions for Aletheian Wealth Advisors

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
FMR
Envestnet Asset Management
Rock Creek Group
Mitsubishi UFJ Trust & Banking Corp
UBS Group
LPL Financial
Matson Money
Sumitomo Life Insurance
Evoke Wealth
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund