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iShares Barclays TIPS Bond Fund shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 2.0k 110.47
2024-06-30 $1.5M 14k 106.78
2024-03-31 $1.0M 9.4k 107.41
2023-12-31 $773k 7.2k 107.49

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Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial

Top funds holding iShares Barclays TIPS Bond Fund

Vinland Capital Management Gestora de Recursos
Bank of America Corporation
FMR
BlackRock
Morgan Stanley
Rock Creek Group
Envestnet Asset Management
UBS Group
Sumitomo Life Insurance
Assetmark
Citadel Advisors
LPL Financial
Evoke Wealth
Manufacturers Life Insurance Company
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund