iShares Barclays TIPS Bond Fund shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $268k | 2.5k | 107.41 |
| 2023-12-31 | $268k | 2.5k | 107.49 |
| 2023-06-30 | $276k | 2.6k | 107.62 |
| 2023-03-31 | $283k | 1.8k | 153.30 |
| 2022-12-31 | $273k | 2.6k | 106.44 |
| 2022-09-30 | $270k | 2.6k | 105.30 |
| 2022-06-30 | $291k | 2.6k | 113.49 |
| 2022-03-31 | $319k | 2.6k | 124.42 |
| 2021-12-31 | $227k | 1.8k | 128.68 |
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