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Heartwood Wealth Advisors »

iShares Barclays TIPS Bond Fund shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth 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 Heartwood Wealth 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 Heartwood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$16M	144k	110.47
2024-06-30	$15M	143k	106.78
2024-03-31	$15M	140k	107.41
2023-12-31	$14M	133k	107.49

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)

Vanguard Small-cap Etf Etf (VB)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Schwab Emerging Markets Equity Etf Etf (SCHE)

Vanguard Mid-cap Etf Etf (VO)

Vaneck Junior Gold Miners Etf Etf (GDXJ)

Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)

Vanguard High Dividend Yield Index Etf Etf (VYM)

Vanguard Russell 1000 Etf Etf (VONE)

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

Spdr Portfolio Aggregate Bond Etf Etf (SPAB)

Ishares S&p Small-cap 600 Growth Etf Etf (IJT)

Spdr Portfolio Short Term Treasury Etf Etf (SPTS)

Ishares S&p Small-cap 600 Value Etf Etf (IJS)

Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation

Jpmorgan Chase & Co

Rock Creek Group

Envestnet Asset Management

Susquehanna International

Mitsubishi UFJ Trust & Banking Corp

Partners Capital Investment Group

3EDGE Asset Management

Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund

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