Consultiva Wealth Management, Corp. »

iShares Barclays TIPS Bond Fund shares owned by Consultiva Wealth Management, Corp.

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Consultiva Wealth Management, Corp. from 13F filings

Historical chart of Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp. 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 Consultiva Wealth Management, Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $95k 853 111.22
2025-06-30 $94k 853 110.04
2025-03-31 $95k 853 111.09
2024-12-31 $91k 853 106.55

More positions owned by Consultiva Wealth Management, Corp.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard Index Fds Small Cp Etf (VB)
United Rentals (URI)
American Express Company (AXP)
JPMorgan Chase & Co. (JPM)
Ge Aerospace Com New (GE)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Ge Vernova (GEV)

View all positions for Consultiva Wealth Management, Corp.

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