iShares Barclays TIPS Bond Fund shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $699k | 6.5k | 107.49 |
| 2023-09-30 | $674k | 6.5k | 103.72 |
| 2023-06-30 | $700k | 6.5k | 107.62 |
| 2023-03-31 | $717k | 6.5k | 110.25 |
| 2022-12-31 | $692k | 6.5k | 106.44 |
| 2022-09-30 | $681k | 6.5k | 104.77 |
| 2022-06-30 | $740k | 6.5k | 113.85 |
| 2022-03-31 | $809k | 6.5k | 124.46 |
| 2021-12-31 | $940k | 7.3k | 129.10 |
| 2021-09-30 | $929k | 7.3k | 127.59 |
| 2021-06-30 | $932k | 7.3k | 128.00 |
| 2021-03-31 | $951k | 7.6k | 125.45 |
| 2020-12-31 | $994k | 7.8k | 127.60 |
| 2020-09-30 | $985k | 7.8k | 126.44 |
| 2020-06-30 | $1.1M | 8.7k | 122.90 |
| 2020-03-31 | $1.1M | 9.7k | 117.85 |
| 2019-12-31 | $1.2M | 9.9k | 116.48 |
| 2019-09-30 | $1.2M | 10k | 116.23 |
| 2019-06-30 | $1.2M | 10k | 115.40 |
| 2019-03-31 | $1.3M | 11k | 112.99 |
| 2018-12-31 | $1.2M | 11k | 109.48 |
| 2018-09-30 | $1.3M | 12k | 110.61 |
| 2018-06-30 | $1.2M | 10k | 112.79 |
| 2018-03-31 | $1.2M | 10k | 112.96 |
| 2017-12-31 | $1.0M | 8.9k | 114.04 |
| 2017-09-30 | $1.0M | 8.9k | 113.48 |
| 2017-06-30 | $930k | 8.2k | 113.41 |
| 2017-03-31 | $229k | 2.0k | 114.50 |
| 2016-12-31 | $226k | 2.0k | 113.00 |
| 2016-09-30 | $232k | 2.0k | 116.00 |
| 2016-06-30 | $233k | 2.0k | 116.50 |
| 2016-03-31 | $229k | 2.0k | 114.50 |
| 2015-12-31 | $219k | 2.0k | 109.50 |
| 2015-09-30 | $221k | 2.0k | 110.50 |
| 2015-06-30 | $224k | 2.0k | 112.00 |
| 2015-03-31 | $267k | 2.4k | 113.38 |
| 2014-12-31 | $297k | 2.7k | 111.86 |
| 2014-09-30 | $313k | 2.8k | 112.03 |
| 2014-06-30 | $322k | 2.8k | 115.29 |
| 2014-03-31 | $297k | 2.7k | 111.95 |
| 2013-12-31 | $324k | 3.0k | 109.72 |
| 2013-09-30 | $292k | 2.6k | 112.22 |
| 2013-06-30 | $291k | 2.6k | 111.84 |
| 2012-06-30 | $873k | 7.3k | 119.52 |
| 2012-03-31 | $882k | 7.5k | 117.54 |
| 2011-12-31 | $875k | 7.5k | 116.60 |
| 2011-09-30 | $857k | 7.5k | 114.21 |
| 2011-06-30 | $1.0M | 9.4k | 110.54 |
| 2011-03-31 | $1.1M | 9.7k | 109.07 |
| 2010-12-31 | $1.0M | 9.5k | 107.51 |
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