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iShares Barclays TIPS Bond Fund shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 20k 110.47
2024-06-30 $2.1M 20k 106.78
2024-03-31 $2.1M 20k 107.41
2023-12-31 $2.1M 20k 107.49
2023-09-30 $2.1M 20k 103.72

More positions owned by Fortune Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Novo-nordisk A S Adr (NVO)
Mastercard Incorporated Cl A (MA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
O'reilly Automotive (ORLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)
Applied Materials (AMAT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Fortune Financial Advisors

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