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iShares Barclays TIPS Bond Fund shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 31k 107.49
2023-09-30 $9.4M 91k 103.72
2023-06-30 $2.6M 24k 107.62
2023-03-31 $3.2M 29k 110.25
2022-12-31 $4.3M 40k 106.44
2022-09-30 $10M 99k 104.90
2022-06-30 $19M 165k 113.91
2022-03-31 $29M 233k 124.57
2021-12-31 $28M 218k 129.20
2021-09-30 $22M 175k 127.69
2021-06-30 $8.5M 66k 128.02
2021-03-31 $11M 91k 125.51
2020-12-31 $10M 80k 127.65
2020-09-30 $6.2M 49k 126.49
2020-06-30 $5.8M 47k 123.00
2019-12-31 $9.9M 85k 116.57
2019-09-30 $10M 88k 116.29
2019-06-30 $54k 18k 2.98
2019-03-31 $7.3M 65k 113.07
2018-12-31 $4.7M 43k 109.51
2018-09-30 $5.4M 49k 110.63
2018-06-30 $4.7M 42k 112.87
2018-03-31 $3.0M 26k 113.03
2017-12-31 $3.5M 31k 114.08
2017-09-30 $3.2M 28k 113.57
2017-06-30 $3.0M 27k 113.43
2017-03-31 $3.5M 30k 114.66
2016-12-31 $2.3M 20k 113.15
2016-09-30 $1.9M 16k 116.51
2016-06-30 $2.2M 19k 117.32
2016-03-31 $1.1M 10k 114.66
2015-12-31 $1.0M 9.4k 110.39
2015-09-30 $1.1M 9.6k 110.66
2015-06-30 $431k 3.8k 112.01
2015-03-31 $1.4M 13k 113.56
2014-12-31 $592k 5.3k 111.99
2014-09-30 $871k 7.8k 112.08
2014-06-30 $1.5M 13k 115.38
2014-03-31 $358k 3.2k 111.98
2013-12-31 $498k 4.5k 109.91
2013-09-30 $506k 4.5k 112.59
2013-06-30 $495k 4.4k 112.04
2012-09-30 $2.2M 18k 121.74
2012-06-30 $2.0M 16k 119.70
2012-03-31 $1.8M 16k 117.65
2011-12-31 $1.2M 11k 114.28

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

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