iShares Barclays TIPS Bond Fund shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $139k | 1.3k | 107.44 |
| 2023-12-31 | $156k | 1.5k | 107.51 |
| 2023-09-30 | $237k | 2.3k | 103.70 |
| 2023-06-30 | $264k | 2.5k | 107.60 |
| 2023-03-31 | $256k | 2.3k | 110.24 |
| 2022-12-31 | $264k | 2.5k | 106.43 |
| 2022-09-30 | $260k | 2.5k | 105.05 |
| 2022-06-30 | $939k | 8.2k | 113.96 |
| 2022-03-31 | $930k | 7.5k | 124.63 |
| 2021-12-31 | $1.0M | 8.1k | 129.22 |
| 2021-09-30 | $750k | 5.9k | 127.68 |
| 2021-06-30 | $762k | 6.0k | 128.05 |
| 2021-03-31 | $20k | 156 | 128.21 |
| 2020-12-31 | $9.0k | 71 | 126.76 |
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