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iShares Barclays TIPS Bond Fund shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $334k 3.1k 106.79
2024-03-31 $516k 4.8k 107.42

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Spdr Portfolio S&p 500 Etf Etf (SPLG)
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Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Procter And Gamble Stock (PG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Caterpillar Stock (CAT)

View all positions for Gen-Wealth Partners

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