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iShares Barclays TIPS Bond Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 108k 107.49
2023-09-30 $14M 131k 103.72
2023-06-30 $15M 138k 107.62
2023-03-31 $15M 133k 110.25
2022-12-31 $20M 188k 106.44
2022-09-30 $27M 259k 104.90
2022-06-30 $24M 206k 113.91
2022-03-31 $11M 86k 124.57
2021-12-31 $9.6M 75k 129.20
2021-09-30 $7.3M 57k 127.69
2021-06-30 $5.9M 46k 128.01
2021-03-31 $5.2M 42k 125.50
2020-12-31 $5.2M 41k 127.64
2020-09-30 $4.5M 36k 126.48
2020-06-30 $4.7M 39k 123.08
2020-03-31 $3.7M 31k 118.64
2019-12-31 $5.4M 46k 117.14
2019-09-30 $11M 93k 116.29
2019-06-30 $11M 94k 115.49
2019-03-31 $11M 94k 113.07
2018-12-31 $10M 94k 109.51
2018-09-30 $11M 95k 110.62
2018-06-30 $11M 100k 112.87
2018-03-31 $3.8M 34k 113.17
2017-12-31 $4.2M 37k 114.07
2017-09-30 $3.9M 35k 111.65
2017-06-30 $2.2M 20k 113.41
2017-03-31 $2.8M 24k 114.65
2016-12-31 $2.7M 24k 113.16
2016-09-30 $1.4M 12k 116.67
2016-03-31 $1.8M 16k 114.63
2015-12-31 $2.3M 21k 109.66
2015-09-30 $2.3M 21k 110.71
2015-06-30 $22k 1.1k 20.50
2015-03-31 $2.4M 21k 113.59
2014-12-31 $2.2M 20k 112.00
2014-09-30 $2.5M 22k 112.05
2014-06-30 $5.9M 51k 115.37
2014-03-31 $4.5M 40k 111.79
2013-12-31 $4.4M 40k 109.90
2013-09-30 $4.2M 37k 112.59
2013-06-30 $22M 199k 112.01
2013-03-31 $20M 162k 121.27
2012-12-31 $25M 209k 121.41
2012-09-30 $22M 185k 121.51
2012-06-30 $22M 178k 121.07
2012-03-31 $6.1M 52k 117.65
2011-12-31 $5.5M 47k 116.68
2011-09-30 $4.6M 40k 114.29
2011-06-30 $22M 196k 110.64
2011-03-31 $22M 200k 109.16

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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
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
Sumitomo Life Insurance

View all funds holding iShares Barclays TIPS Bond Fund