iShares Barclays TIPS Bond Fund shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.0M | 19k | 103.72 |
| 2023-06-30 | $1.9M | 17k | 107.62 |
| 2023-03-31 | $1.9M | 17k | 110.25 |
| 2022-12-31 | $2.5M | 23k | 106.44 |
| 2022-09-30 | $2.0M | 20k | 104.89 |
| 2022-06-30 | $2.4M | 21k | 113.91 |
| 2022-03-31 | $2.2M | 18k | 124.56 |
| 2021-12-31 | $2.3M | 18k | 129.18 |
| 2021-09-30 | $1.8M | 14k | 127.71 |
| 2021-06-30 | $267k | 2.1k | 127.93 |
| 2021-03-31 | $301k | 2.4k | 125.36 |
| 2020-03-31 | $247k | 2.1k | 118.07 |
| 2019-12-31 | $712k | 6.0k | 119.00 |
| 2019-09-30 | $743k | 6.4k | 115.66 |
| 2019-06-30 | $765k | 6.6k | 116.30 |
| 2019-03-31 | $952k | 8.4k | 113.09 |
| 2018-12-31 | $930k | 8.4k | 110.48 |
| 2018-09-30 | $998k | 9.2k | 108.56 |
| 2018-06-30 | $1.2M | 11k | 112.86 |
| 2018-03-31 | $1.2M | 11k | 113.05 |
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