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iShares Barclays TIPS Bond Fund shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 81k 107.41
2023-12-31 $8.7M 81k 107.49
2023-09-30 $8.4M 81k 103.72
2023-06-30 $8.6M 80k 107.62
2023-03-31 $8.4M 76k 110.25
2022-12-31 $8.1M 77k 106.44
2022-09-30 $11M 100k 104.90
2022-06-30 $11M 98k 113.91
2022-03-31 $13M 101k 124.58
2021-12-31 $12M 95k 129.20
2021-09-30 $12M 92k 127.69
2021-06-30 $12M 90k 128.01
2021-03-31 $11M 83k 125.51
2020-12-31 $10M 81k 127.65
2020-09-30 $9.7M 76k 126.50
2020-06-30 $9.2M 75k 123.00
2020-03-31 $8.9M 75k 118.46
2019-12-31 $9.1M 78k 116.56
2019-09-30 $9.0M 77k 116.29
2019-06-30 $8.1M 70k 114.66
2019-03-31 $8.2M 73k 112.65
2018-12-31 $7.8M 71k 109.51
2018-09-30 $7.6M 69k 110.18
2018-06-30 $7.5M 67k 112.49
2018-03-31 $7.3M 65k 112.87
2017-12-31 $7.0M 61k 113.93
2017-09-30 $6.8M 60k 113.57
2017-06-30 $6.6M 58k 113.15
2017-03-31 $6.5M 57k 115.22
2016-12-31 $6.0M 53k 114.08
2016-09-30 $6.0M 52k 115.44
2016-06-30 $5.8M 50k 116.33
2016-03-31 $5.8M 51k 114.73
2015-12-31 $5.6M 51k 110.35
2015-09-30 $5.5M 50k 111.64
2015-06-30 $4.3M 38k 111.71
2015-03-31 $4.2M 36k 115.18
2014-12-31 $3.9M 35k 112.91
2014-09-30 $3.7M 33k 113.80
2014-06-30 $3.6M 31k 115.12
2014-03-31 $3.3M 30k 113.08
2013-12-31 $2.9M 26k 110.22
2013-09-30 $2.8M 25k 112.39
2013-06-30 $2.8M 24k 113.00
2012-09-30 $2.9M 24k 122.00
2012-06-30 $2.6M 22k 121.47
2012-03-31 $2.2M 18k 118.05
2011-09-30 $1.5M 13k 114.31
2011-06-30 $1.6M 14k 112.55
2011-03-31 $1.5M 14k 109.19

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
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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