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iShares Barclays TIPS Bond Fund shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $19k 174 106.55
2024-09-30 $19k 174 110.47
2024-06-30 $19k 174 106.78
2024-03-31 $23k 214 107.41
2023-12-31 $56k 520 107.49
2023-09-30 $27k 260 103.67
2020-09-30 $3.9M 32k 124.32

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Cap Appreciation (TCAF)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco S&p MF Closed and MF Open (RSP)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Gold Common Stock (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Russell MF Closed and MF Open (IWO)

View all positions for Fortis Group Advisors

Top funds holding iShares Barclays TIPS Bond Fund

Vinland Capital Management Gestora de Recursos
Bank of America Corporation
FMR
BlackRock
Morgan Stanley
Rock Creek Group
Envestnet Asset Management
UBS Group
Sumitomo Life Insurance
Assetmark
Citadel Advisors
LPL Financial
Evoke Wealth
Manufacturers Life Insurance Company
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund