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iShares Barclays TIPS Bond Fund shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 9.7k 110.36
2025-12-31 $948k 8.6k 109.91
2025-09-30 $433k 3.9k 111.22

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Tec (XLK)
Wheaton Precious Metals Corp (WPM)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust State Street Spd (BILS)
Select Sector Spdr Tr State Street Fin (XLF)
Vaneck Etf Trust Gold Miners Etf (GDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Silver Tr Ishares (SLV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Ene (XLE)
Lam Research Corp Com New (LRCX)

View all positions for Capstone Wealth Management Group

Top funds holding iShares Barclays TIPS Bond Fund

FMR
BlackRock
UBS Group
Envestnet Asset Management
Mitsubishi UFJ Trust & Banking Corp
Pictet Asset Management Holding SA
LPL Financial
Wells Fargo & Company
Assetmark
Evoke Wealth
CI Investments
Ameriprise Financial
Hsbc Holdings
GenTrust
Partners Capital Investment Group

View all funds holding iShares Barclays TIPS Bond Fund