iShares Barclays TIPS Bond Fund shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37k | 331 | 111.22 |
| 2025-06-30 | $36k | 331 | 110.04 |
| 2025-03-31 | $59k | 531 | 111.09 |
| 2024-12-31 | $82k | 766 | 106.55 |
| 2024-09-30 | $117k | 1.1k | 110.47 |
| 2024-06-30 | $146k | 1.4k | 106.78 |
| 2024-03-31 | $147k | 1.4k | 107.41 |
| 2023-12-31 | $194k | 1.8k | 107.49 |
| 2023-09-30 | $281k | 2.7k | 103.72 |
| 2023-06-30 | $657k | 6.1k | 107.62 |
| 2023-03-31 | $808k | 7.3k | 110.25 |
| 2022-12-31 | $787k | 7.4k | 106.44 |
| 2022-09-30 | $776k | 7.4k | 104.92 |
| 2022-06-30 | $847k | 7.4k | 113.95 |
| 2022-03-31 | $928k | 7.5k | 124.53 |
| 2021-12-31 | $191k | 1.5k | 129.32 |
| 2021-09-30 | $179k | 1.4k | 127.86 |
| 2021-06-30 | $162k | 1.3k | 128.37 |
| 2021-03-31 | $227k | 1.8k | 125.76 |
| 2020-12-31 | $429k | 3.4k | 127.68 |
| 2020-09-30 | $334k | 2.6k | 126.37 |
| 2020-06-30 | $349k | 2.8k | 123.06 |
| 2020-03-31 | $449k | 3.8k | 118.00 |
| 2019-12-31 | $444k | 3.8k | 116.69 |
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