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iShares Barclays TIPS Bond Fund shares owned by Brightwater Advisory

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

Historical chart of Brightwater Advisory 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 Brightwater Advisory 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 Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 52k 111.22
2025-06-30 $5.7M 52k 110.04
2025-03-31 $5.8M 52k 111.09
2024-12-31 $5.5M 52k 106.55
2024-09-30 $5.8M 52k 110.47
2024-06-30 $5.9M 56k 106.78
2024-03-31 $5.7M 53k 107.41
2023-12-31 $5.8M 54k 107.49

More positions owned by Brightwater Advisory

Schwab Strategic Tr Ntl Eqty Etf (SCHF)
Schwab Strategic Tr S Tips Etf (SCHP)
Spdr S&p 500 Etf Tr R Unit (SPY)
Schwab Strategic Tr S Brd Mkt Etf (SCHB)
Schwab Strategic Tr Undamental Us B (FNDB)
Vanguard Index Fds Mall Cp Etf (VB)
Vanguard Specialized Funds Iv App Etf (VIG)
Ishares Tr Us 1000 Val Etf (IWD)
Ishares Tr Ips Bd Etf (TIP)
Schwab Strategic Tr Mrg Mkteq Etf (SCHE)
Tidal Trust Ii Lueprint Chesap (TFPN)
Ishares Tr &p Mc 400gr Etf (IJK)
Schwab Strategic Tr Undamental Us S (FNDA)
Ishares Tr &p Mc 400vl Etf (IJJ)
Ishares Tr Us 1000 Grw Etf (IWF)

View all positions for Brightwater Advisory

Top funds holding iShares Barclays TIPS Bond Fund

FMR
Morgan Stanley
BlackRock
UBS Group
Envestnet Asset Management
Sumitomo Life Insurance
Assetmark
LPL Financial
Fil
Pictet Asset Management Holding SA
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Evoke Wealth
Man Group

View all funds holding iShares Barclays TIPS Bond Fund