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iShares Barclays TIPS Bond Fund shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory 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 Optivise Advisory 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $332k 3.0k 110.47
2024-06-30 $321k 3.0k 106.78

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
BlackRock
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Rock Creek Group
Envestnet Asset Management
Susquehanna International
Mitsubishi UFJ Trust & Banking Corp
Man Group
Partners Capital Investment Group
3EDGE Asset Management
Evoke Wealth
LPL Financial
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund