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iShares Barclays TIPS Bond Fund shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management 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 Dynasty Wealth Management 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $49M 440k 111.22
2025-06-30 $45M 408k 110.04
2025-03-31 $46M 412k 111.09
2024-12-31 $43M 399k 106.55
2024-06-30 $41M 383k 106.78
2018-09-30 $388k 3.5k 110.60
2018-06-30 $444k 3.9k 112.89
2018-03-31 $468k 4.1k 113.04
2017-12-31 $454k 4.0k 114.21