iShares Barclays TIPS Bond Fund shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $15M | 135k | 110.04 |
| 2025-03-31 | $2.4M | 22k | 111.10 |
| 2024-12-31 | $2.5M | 24k | 106.57 |
| 2024-09-30 | $3.2M | 29k | 110.48 |
| 2024-03-31 | $1.2M | 11k | 107.43 |
| 2023-12-31 | $1.4M | 13k | 107.51 |
| 2023-09-30 | $1.2M | 12k | 103.74 |
| 2023-06-30 | $1.2M | 12k | 107.63 |
| 2023-03-31 | $1.4M | 13k | 110.26 |
| 2022-12-31 | $1.3M | 13k | 106.45 |
| 2022-09-30 | $1.5M | 14k | 104.90 |
| 2022-06-30 | $1.6M | 14k | 113.92 |
| 2022-03-31 | $2.0M | 16k | 124.52 |
| 2021-12-31 | $2.8M | 22k | 129.15 |
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