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iShares Barclays TIPS Bond Fund shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 2.4k 107.49
2023-09-30 $301k 2.9k 103.72
2023-06-30 $641k 6.0k 107.63
2023-03-31 $960k 8.7k 110.26
2022-12-31 $1.2M 11k 106.44
2022-09-30 $1.3M 12k 104.88
2022-06-30 $1.2M 10k 114.26
2022-03-31 $1.2M 9.3k 124.62
2021-12-31 $1.2M 9.3k 129.15
2021-09-30 $1.2M 9.2k 127.74
2021-06-30 $1.1M 8.8k 128.03
2020-06-30 $363k 2.9k 126.13