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iShares Barclays TIPS Bond Fund shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 3.1k 110.47
2024-06-30 $2.5M 24k 106.78
2024-03-31 $2.5M 24k 107.41
2023-12-31 $736k 6.8k 107.49
2023-09-30 $572k 5.5k 103.73

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View all positions for Simplicity Wealth

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Assetmark
LPL Financial
Partners Capital Investment Group
Wells Fargo & Company
Man Group
Sumitomo Life Insurance
CI Investments
Bank Julius Baer & Co. Ltd, Zurich
Pnc Financial Services

View all funds holding iShares Barclays TIPS Bond Fund