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iShares Barclays TIPS Bond Fund shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth 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 FOCUS Wealth 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 FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 15k 107.49
2023-09-30 $1.5M 14k 103.72
2023-06-30 $1.5M 14k 107.62
2023-03-31 $1.6M 14k 110.25
2022-12-31 $1.6M 15k 106.44
2022-09-30 $1.5M 15k 104.89
2022-06-30 $1.7M 15k 113.90

More positions owned by FOCUS Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust GRWT100 PWR BF (NAPR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Stellar Bancorp Ord (STEL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Ser Tr S&p Metals Mng (XME)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Select Divid Etf (DVY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Select Sector Spdr Tr Energy (XLE)

View all positions for FOCUS Wealth Advisors

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Matson Money
Wells Fargo & Company
Sumitomo Life Insurance
Evoke Wealth
Pnc Financial Services
Bank Julius Baer & Co. Ltd, Zurich
WealthNavi
CI Investments
Partners Capital Investment Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding iShares Barclays TIPS Bond Fund