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iShares Barclays TIPS Bond Fund shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 3.0k 107.41
2023-12-31 $362k 3.4k 107.49
2023-09-30 $673k 6.5k 103.72
2023-06-30 $690k 6.4k 107.62
2023-03-31 $724k 6.6k 110.25
2022-12-31 $949k 8.9k 106.44
2022-09-30 $1.4M 14k 104.89
2022-06-30 $1.6M 14k 113.93
2022-03-31 $1.7M 14k 124.58
2021-12-31 $1.8M 14k 129.19
2021-09-30 $1.8M 14k 127.71
2021-06-30 $1.8M 14k 128.00
2021-03-31 $1.7M 14k 125.53
2020-12-31 $1.8M 14k 127.62
2020-09-30 $1.5M 12k 126.46
2020-06-30 $1.4M 12k 122.98
2020-03-31 $1.5M 13k 117.96
2019-12-31 $1.4M 12k 116.55
2019-09-30 $1.4M 12k 116.26
2019-06-30 $4.4M 38k 115.50
2019-03-31 $8.1M 72k 113.07
2018-12-31 $8.0M 73k 109.51
2018-09-30 $9.8M 89k 110.62
2018-06-30 $11M 96k 112.87
2018-03-31 $13M 114k 113.05
2017-12-31 $13M 115k 114.08
2017-09-30 $14M 119k 113.58
2017-06-30 $13M 118k 113.43
2017-03-31 $14M 119k 114.65
2016-12-31 $14M 120k 113.17
2016-09-30 $16M 140k 116.49
2016-06-30 $15M 128k 116.67
2016-03-31 $11M 97k 114.64
2015-12-31 $8.4M 77k 109.68
2015-09-30 $4.7M 43k 110.68
2015-06-30 $3.8M 34k 112.05
2015-03-31 $1.3M 11k 113.56
2014-12-31 $543k 4.9k 111.84

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Matson Money
Wells Fargo & Company
Sumitomo Life Insurance
Evoke Wealth
Pnc Financial Services
Bank Julius Baer & Co. Ltd, Zurich
WealthNavi
CI Investments
Partners Capital Investment Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding iShares Barclays TIPS Bond Fund