iShares Barclays TIPS Bond Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.9M | 47k | 103.72 |
| 2023-06-30 | $5.4M | 50k | 107.62 |
| 2023-03-31 | $5.3M | 48k | 110.26 |
| 2022-12-31 | $4.0M | 37k | 106.45 |
| 2022-09-30 | $5.8M | 55k | 104.89 |
| 2022-06-30 | $41M | 363k | 113.91 |
| 2022-03-31 | $92M | 737k | 124.57 |
| 2021-12-31 | $30M | 230k | 129.20 |
| 2021-09-30 | $28M | 221k | 127.69 |
| 2021-06-30 | $10M | 78k | 128.01 |
| 2021-03-31 | $8.4M | 67k | 125.50 |
| 2020-12-31 | $8.0M | 63k | 127.65 |
| 2020-09-30 | $5.2M | 42k | 126.50 |
| 2020-06-30 | $3.6M | 29k | 123.01 |
| 2020-03-31 | $3.4M | 29k | 117.91 |
| 2019-12-31 | $2.8M | 24k | 116.56 |
| 2019-09-30 | $2.9M | 25k | 116.30 |
| 2019-06-30 | $3.8M | 34k | 111.22 |
| 2019-03-31 | $3.5M | 31k | 113.07 |
| 2018-12-31 | $3.2M | 29k | 109.50 |
| 2018-09-30 | $3.3M | 30k | 110.20 |
| 2018-06-30 | $3.5M | 31k | 112.47 |
| 2018-03-31 | $715k | 6.3k | 112.92 |
| 2017-12-31 | $671k | 5.9k | 113.79 |
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