Caldwell Trust »

iShares Barclays TIPS Bond Fund shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust 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 Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $616k 5.5k 111.22
2021-12-31 $2.7M 21k 129.20
2021-09-30 $2.5M 20k 127.69
2021-06-30 $2.6M 21k 128.01
2021-03-31 $2.6M 20k 125.50
2020-12-31 $2.5M 20k 127.65
2020-09-30 $2.5M 20k 126.50
2020-06-30 $2.5M 20k 123.00
2020-03-31 $2.4M 21k 117.92
2019-12-31 $2.4M 21k 116.57

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

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