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iShares Barclays TIPS Bond Fund shares owned by KWMG

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

Historical chart of KWMG investment in iShares Barclays TIPS Bond Fund

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All positions including iShares Barclays TIPS Bond Fund held by KWMG 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 KWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 270k 110.47
2024-06-30 $28M 261k 106.78
2024-03-31 $27M 247k 107.41
2023-12-31 $25M 236k 107.49
2023-09-30 $25M 237k 103.72
2023-06-30 $25M 231k 107.62
2023-03-31 $24M 216k 110.25
2022-12-31 $23M 211k 106.44
2022-09-30 $22M 205k 104.90
2022-06-30 $22M 195k 113.91
2022-03-31 $25M 197k 124.57
2021-12-31 $25M 190k 129.20
2021-09-30 $24M 184k 127.69
2021-06-30 $23M 181k 127.91
2021-03-31 $22M 176k 125.50
2020-12-31 $11M 88k 127.65
2020-09-30 $7.9M 63k 126.50
2020-06-30 $6.4M 52k 123.01
2020-03-31 $5.6M 48k 117.92
2019-12-31 $19M 161k 116.57
2019-09-30 $18M 153k 116.29
2019-06-30 $27M 233k 115.49
2019-03-31 $25M 222k 113.07
2018-12-31 $24M 215k 109.51
2018-09-30 $25M 226k 110.62
2018-06-30 $24M 212k 112.87
2018-03-31 $23M 203k 113.05
2017-12-31 $22M 196k 114.08
2017-09-30 $22M 191k 113.58
2017-06-30 $21M 182k 113.43
2017-03-31 $19M 167k 114.65
2016-12-31 $13M 113k 113.17
2016-09-30 $9.0M 78k 116.49
2016-06-30 $7.6M 65k 116.67
2016-03-31 $6.5M 57k 114.64
2015-12-31 $4.5M 41k 109.69
2015-09-30 $3.4M 31k 110.69
2015-06-30 $3.0M 27k 112.06
2015-03-31 $2.3M 20k 113.24
2014-12-31 $2.2M 19k 113.66

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

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