Capital A Wealth Management »

iShares Barclays TIPS Bond Fund shares owned by Capital A Wealth Management

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

Historical chart of Capital A Wealth 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 Capital A Wealth 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $13k 123 107.49

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

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