Liberty Wealth Management »

iShares Barclays TIPS Bond Fund shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management 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 Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $887k 8.0k 110.49
2024-06-30 $991k 23k 42.32
2024-03-31 $1.0M 9.5k 107.40
2023-12-31 $954k 8.9k 107.51
2023-09-30 $1.8M 17k 103.67
2023-06-30 $296k 2.8k 107.60
2023-03-31 $326k 3.0k 110.25
2022-09-30 $3.2M 31k 104.89
2022-06-30 $4.3M 38k 113.79
2022-03-31 $2.9M 23k 124.45
2021-12-31 $4.2M 33k 129.15
2021-09-30 $3.2M 25k 127.71
2021-06-30 $327k 2.6k 127.98
2021-03-31 $29k 234 123.93
2020-12-31 $29k 234 123.93
2020-09-30 $64k 509 125.74
2020-06-30 $56k 455 123.08
2020-03-31 $59k 497 118.71
2019-12-31 $60k 512 117.19
2019-09-30 $47k 407 115.48
2019-06-30 $47k 405 116.05
2019-03-31 $45k 404 111.39
2018-12-31 $44k 404 108.91