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iShares Barclays TIPS Bond Fund shares owned by GW & Wade

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6M 71k 107.49
2023-09-30 $9.0M 86k 103.72
2023-06-30 $9.6M 89k 107.62
2023-03-31 $8.6M 78k 110.25
2022-12-31 $8.7M 82k 106.44
2022-09-30 $10M 100k 104.90
2022-06-30 $13M 111k 113.91
2022-03-31 $16M 125k 124.57
2021-12-31 $15M 113k 129.20
2021-09-30 $13M 99k 127.69
2021-06-30 $11M 87k 128.01
2021-03-31 $11M 85k 125.50
2020-12-31 $7.9M 62k 127.65
2020-09-30 $7.2M 57k 126.49
2020-06-30 $7.1M 57k 123.01
2020-03-31 $6.5M 55k 117.92
2019-12-31 $3.9M 33k 116.57
2019-09-30 $3.9M 33k 116.28
2019-06-30 $3.8M 33k 115.50
2019-03-31 $3.5M 31k 113.06
2018-12-31 $3.4M 31k 109.52
2018-09-30 $3.6M 33k 110.62
2018-06-30 $3.7M 33k 112.88
2018-03-31 $3.6M 32k 113.05
2017-12-31 $3.3M 29k 114.07
2017-09-30 $3.2M 29k 113.59
2017-06-30 $3.2M 28k 113.42
2017-03-31 $2.7M 23k 114.67
2016-12-31 $1.9M 17k 113.20
2016-09-30 $1.8M 15k 116.47
2016-06-30 $1.9M 17k 116.65
2016-03-31 $1.9M 17k 114.65
2015-12-31 $1.9M 17k 109.70
2015-09-30 $2.0M 18k 110.70
2015-06-30 $1.9M 17k 112.03
2015-03-31 $2.0M 18k 113.58

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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