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iShares Barclays TIPS Bond Fund shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $55k 516 106.78
2024-03-31 $55k 516 107.41
2023-12-31 $86k 796 107.49

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
BlackRock
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Rock Creek Group
Envestnet Asset Management
Susquehanna International
Mitsubishi UFJ Trust & Banking Corp
Man Group
Partners Capital Investment Group
3EDGE Asset Management
Evoke Wealth
LPL Financial
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund