iShares Barclays TIPS Bond Fund shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 132k | 110.47 |
| 2024-06-30 | $14M | 132k | 106.78 |
| 2024-03-31 | $15M | 139k | 107.41 |
| 2023-12-31 | $15M | 141k | 107.49 |
| 2023-09-30 | $17M | 165k | 103.72 |
| 2023-06-30 | $21M | 191k | 107.62 |
| 2023-03-31 | $21M | 194k | 110.25 |
| 2022-12-31 | $20M | 189k | 106.44 |
| 2022-09-30 | $12M | 118k | 104.90 |
| 2022-06-30 | $13M | 115k | 113.91 |
| 2022-03-31 | $3.8M | 31k | 124.57 |
| 2021-12-31 | $3.7M | 29k | 129.20 |
| 2021-09-30 | $3.7M | 29k | 127.69 |
| 2021-06-30 | $3.8M | 30k | 128.03 |
| 2021-03-31 | $3.7M | 30k | 125.51 |
| 2020-12-31 | $3.7M | 29k | 127.64 |
| 2020-09-30 | $3.8M | 30k | 126.50 |
| 2020-06-30 | $3.7M | 31k | 123.01 |
| 2020-03-31 | $3.8M | 32k | 117.91 |
| 2019-12-31 | $3.9M | 34k | 116.57 |
| 2019-09-30 | $4.1M | 35k | 116.28 |
| 2019-06-30 | $3.8M | 33k | 115.50 |
| 2019-03-31 | $4.0M | 35k | 113.07 |
| 2018-12-31 | $3.9M | 36k | 109.50 |
| 2018-09-30 | $4.0M | 36k | 110.63 |
| 2018-06-30 | $3.4M | 31k | 112.87 |
| 2018-03-31 | $3.5M | 31k | 113.06 |
| 2017-12-31 | $3.6M | 31k | 114.07 |
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