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iShares Barclays TIPS Bond Fund shares owned by CWC Advisors

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by CWC Advisors from 13F filings

Historical chart of CWC Advisors 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 CWC Advisors 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 10k 111.22
2025-06-30 $1.0M 9.5k 110.04
2025-03-31 $996k 9.0k 111.09
2024-12-31 $942k 8.8k 106.55
2024-09-30 $1.1M 9.6k 110.47

More positions owned by CWC Advisors

Broadcom (AVGO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vaneck Etf Trust Clo Etf (CLOI)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for CWC Advisors

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