Provence Wealth Management Group »

iShares Barclays TIPS Bond Fund shares owned by Provence Wealth Management Group

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Provence Wealth Management Group from 13F filings

Historical chart of Provence Wealth Management Group 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 Provence Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7k 34 107.47
2023-09-30 $21k 203 103.72
2022-09-30 $1.1M 10k 104.91
2022-06-30 $1.2M 11k 113.90
2022-03-31 $773k 6.2k 124.56
2021-12-31 $948k 7.3k 129.21

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

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