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iShares Barclays TIPS Bond Fund shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 20k 107.41
2023-12-31 $2.1M 20k 107.49
2023-09-30 $2.1M 20k 103.72

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mastercard Incorporated Cl A (MA)
Fortinet (FTNT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Apollo Global Mgmt (APO)
Blackstone Group Inc Com Cl A (BX)
Amazon (AMZN)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Fortune Financial 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