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iShares Barclays TIPS Bond Fund shares owned by Level Four Advisory Services

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

Historical chart of Level Four Advisory Services 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 Level Four Advisory Services 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 Level Four Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 31k 111.22
2025-06-30 $3.3M 30k 110.04
2025-03-31 $1.6M 15k 111.09
2024-12-31 $524k 4.9k 106.56
2024-09-30 $401k 3.7k 108.32
2024-06-30 $395k 3.7k 106.79
2024-03-31 $566k 5.3k 107.48
2023-12-31 $566k 5.3k 107.48
2023-09-30 $986k 9.5k 103.72
2023-06-30 $1.0M 9.5k 107.61
2023-03-31 $1.1M 10k 110.25
2022-12-31 $1.2M 12k 106.44
2022-09-30 $1.2M 12k 104.86
2022-06-30 $1.4M 12k 113.90
2022-03-31 $1.5M 12k 124.59
2021-12-31 $1.6M 12k 129.18
2021-09-30 $782k 6.1k 127.63
2021-06-30 $1.1M 8.7k 128.01
2021-03-31 $1.2M 9.6k 125.46
2020-12-31 $1.3M 11k 127.67
2020-09-30 $1.3M 10k 126.51
2020-06-30 $1.4M 11k 121.90
2020-03-31 $1.3M 11k 117.88
2019-12-31 $1.4M 11k 131.33
2019-09-30 $1.1M 9.6k 116.25
2019-06-30 $1.1M 9.5k 115.51
2019-03-31 $1.0M 9.2k 113.03
2018-12-31 $1.3M 12k 109.47
2018-09-30 $1.1M 10k 110.63
2018-06-30 $1.2M 10k 112.86
2018-03-31 $899k 8.0k 113.07
2017-12-31 $877k 7.7k 114.06
2017-09-30 $883k 7.8k 113.39
2017-06-30 $873k 7.6k 114.84
2017-03-31 $880k 7.7k 114.81
2016-12-31 $626k 5.5k 113.24

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Alps Etf Tr Smith Core Plus (SMTH)
Wisdomtree Tr Floatng Rat Trea (USFR)
JPMorgan Chase & Co. (JPM)
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View all positions for Level Four Advisory Services

Top funds holding iShares Barclays TIPS Bond Fund

FMR
Morgan Stanley
BlackRock
UBS Group
Envestnet Asset Management
Sumitomo Life Insurance
Assetmark
LPL Financial
Fil
Pictet Asset Management Holding SA
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Evoke Wealth
Man Group

View all funds holding iShares Barclays TIPS Bond Fund