iShares Barclays TIPS Bond Fund shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 24k | 107.49 |
| 2023-09-30 | $2.7M | 26k | 103.72 |
| 2023-06-30 | $2.7M | 953 | 2789.02 |
| 2023-03-31 | $3.3M | 20k | 165.63 |
| 2022-12-31 | $998k | 9.4k | 106.44 |
| 2022-09-30 | $1.2M | 11k | 104.91 |
| 2022-06-30 | $2.0M | 18k | 113.92 |
| 2022-03-31 | $2.0M | 16k | 124.58 |
| 2021-12-31 | $2.1M | 16k | 129.18 |
| 2021-09-30 | $2.1M | 106k | 19.68 |
| 2021-06-30 | $2.0M | 15k | 128.00 |
| 2021-03-31 | $1.8M | 14k | 125.49 |
| 2020-12-31 | $2.5M | 20k | 127.66 |
| 2020-09-30 | $6.6M | 52k | 126.50 |
| 2020-06-30 | $7.9M | 64k | 122.99 |
| 2020-03-31 | $7.8M | 66k | 117.92 |
| 2019-12-31 | $7.1M | 61k | 116.56 |
| 2015-03-31 | $673k | 5.9k | 113.59 |
Top funds holding iShares Barclays TIPS Bond Fund
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