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iShares Barclays TIPS Bond Fund shares owned by Naples Global Advisors

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

Historical chart of Naples Global 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 Naples Global 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 Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 1.9k 107.49
2023-09-30 $207k 2.0k 103.72
2023-06-30 $231k 2.2k 107.62
2023-03-31 $237k 2.2k 110.25

More positions owned by Naples Global Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Merck & Co (MRK)
Amgen (AMGN)
Ishares Tr Core S&p Mcp Etf (IJH)
Accenture Plc Ireland Shs Class A (ACN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Naples Global 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