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iShares Barclays TIPS Bond Fund shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management 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 Breakwater Investment Management 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 Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $70k 654 106.78
2024-03-31 $80k 741 107.41

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
FMR
Charles Schwab Investment Management
Jpmorgan Chase & Co
Rock Creek Group
UBS Group
Assetmark
LPL Financial
Partners Capital Investment Group
Wells Fargo & Company
Fil
WealthNavi

View all funds holding iShares Barclays TIPS Bond Fund