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iShares Barclays TIPS Bond Fund shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 13k 107.41
2023-12-31 $1.5M 14k 107.49
2023-09-30 $7.4M 72k 103.73
2023-06-30 $7.4M 69k 107.62
2023-03-31 $9.7M 88k 110.25

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

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