iShares Barclays TIPS Bond Fund shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $480k | 4.3k | 110.47 |
| 2024-06-30 | $464k | 4.3k | 106.78 |
| 2024-03-31 | $439k | 4.1k | 107.41 |
| 2023-12-31 | $487k | 4.5k | 107.49 |
| 2023-09-30 | $469k | 4.5k | 103.72 |
| 2023-06-30 | $487k | 4.5k | 107.62 |
| 2023-03-31 | $498k | 4.5k | 110.25 |
| 2022-12-31 | $481k | 4.5k | 106.44 |
| 2022-09-30 | $474k | 4.5k | 104.84 |
| 2022-06-30 | $754k | 6.6k | 113.88 |
| 2022-03-31 | $827k | 6.6k | 124.57 |
| 2021-12-31 | $854k | 6.6k | 129.14 |
| 2021-09-30 | $462k | 3.6k | 127.69 |
| 2021-06-30 | $463k | 3.6k | 127.97 |
| 2021-03-31 | $491k | 3.9k | 125.54 |
| 2020-12-31 | $250k | 2.0k | 127.81 |
| 2020-09-30 | $245k | 1.9k | 126.42 |
| 2020-06-30 | $239k | 1.9k | 123.32 |
| 2020-03-31 | $229k | 1.9k | 118.16 |
| 2019-12-31 | $226k | 1.9k | 116.62 |
| 2019-09-30 | $222k | 1.9k | 116.05 |
| 2019-06-30 | $243k | 2.1k | 115.60 |
| 2019-03-31 | $228k | 2.0k | 112.98 |
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