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iShares Barclays TIPS Bond Fund shares owned by LWMG

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 132k 107.41
2023-12-31 $14M 126k 107.49
2023-09-30 $13M 122k 103.72
2023-06-30 $13M 118k 107.62
2023-03-31 $13M 115k 110.25
2022-12-31 $11M 107k 106.44

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Matson Money
Wells Fargo & Company
Sumitomo Life Insurance
Evoke Wealth
Pnc Financial Services
Bank Julius Baer & Co. Ltd, Zurich
WealthNavi
CI Investments
Partners Capital Investment Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding iShares Barclays TIPS Bond Fund