iShares Barclays TIPS Bond Fund shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $329k | 3.1k | 107.48 |
| 2023-09-30 | $458k | 4.4k | 103.73 |
| 2023-06-30 | $344k | 3.2k | 107.63 |
| 2023-03-31 | $370k | 3.4k | 110.24 |
| 2022-12-31 | $357k | 3.4k | 106.43 |
| 2022-09-30 | $450k | 4.3k | 104.92 |
| 2022-06-30 | $579k | 5.1k | 114.00 |
| 2022-03-31 | $674k | 5.4k | 124.58 |
| 2021-12-31 | $784k | 6.1k | 129.22 |
| 2021-09-30 | $825k | 6.5k | 127.69 |
| 2021-06-30 | $798k | 6.2k | 128.01 |
| 2021-03-31 | $860k | 6.9k | 125.55 |
| 2020-12-31 | $670k | 5.3k | 127.57 |
| 2020-09-30 | $572k | 4.5k | 126.35 |
| 2020-06-30 | $303k | 2.5k | 122.97 |
| 2020-03-31 | $290k | 2.5k | 117.89 |
| 2019-12-31 | $311k | 2.7k | 116.26 |
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