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iShares Barclays TIPS Bond Fund shares owned by Arete Wealth Advisors

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

Historical chart of Arete 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 Arete 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 28k 107.41
2023-12-31 $3.0M 28k 107.49
2023-09-30 $1.2M 12k 103.72
2023-06-30 $1.7M 16k 107.61
2023-03-31 $1.2B 11k 110250.76
2022-12-31 $1.2B 12k 106438.70
2022-09-30 $1.4M 14k 104.92
2022-06-30 $279k 2.4k 113.92
2022-03-31 $411k 3.3k 124.55
2021-12-31 $354k 2.7k 129.15
2021-09-30 $679k 5.3k 127.78
2021-03-31 $514k 4.1k 125.40
2020-12-31 $300k 2.4k 127.61
2020-09-30 $1.5M 12k 126.06
2020-06-30 $244k 2.0k 123.05
2020-03-31 $226k 1.9k 118.08
2019-12-31 $206k 1.8k 116.38
2019-09-30 $367k 3.2k 116.29
2019-06-30 $396k 3.4k 115.45
2019-03-31 $400k 3.5k 113.12
2018-12-31 $303k 2.8k 109.70
2018-09-30 $315k 2.8k 110.68
2018-06-30 $348k 3.1k 112.99
2018-03-31 $327k 2.9k 112.99
2017-12-31 $217k 1.9k 114.33
2017-03-31 $219k 1.9k 114.78
2016-12-31 $835k 7.4k 113.14
2016-09-30 $868k 7.5k 116.49
2016-06-30 $569k 4.9k 116.67
2016-03-31 $575k 5.0k 114.66
2015-12-31 $550k 5.0k 109.67
2015-09-30 $530k 4.8k 110.76
2015-06-30 $588k 5.2k 112.13
2015-03-31 $618k 5.4k 113.54
2014-12-31 $536k 4.8k 112.02
2014-09-30 $579k 5.2k 112.12
2014-06-30 $565k 4.9k 115.45
2014-03-31 $581k 5.2k 112.03
2013-12-31 $567k 5.2k 109.93

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View all positions for Arete 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