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iShares Barclays TIPS Bond Fund shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $23M 212k 109.43
2026-03-31 $1.7M 15k 110.36
2025-12-31 $1.3M 12k 109.91
2025-09-30 $1.2M 11k 111.22
2025-06-30 $1.2M 11k 110.04
2025-03-31 $354k 3.2k 111.10
2024-12-31 $348k 3.3k 106.56
2024-09-30 $371k 3.4k 110.47
2024-06-30 $492k 4.6k 106.78
2024-03-31 $416k 3.9k 107.41
2023-12-31 $437k 4.1k 107.49
2023-09-30 $521k 5.0k 103.72
2023-06-30 $492k 4.6k 107.61
2023-03-31 $888k 8.1k 110.25
2022-12-31 $948k 8.9k 106.44
2022-09-30 $1.5M 14k 104.92
2022-06-30 $955k 8.4k 113.93
2022-03-31 $1.0M 8.3k 124.54
2021-12-31 $1.1M 8.3k 129.20
2021-09-30 $1.0M 7.9k 127.67
2021-06-30 $253k 2.0k 127.97
2021-03-31 $1.1M 8.7k 125.49
2020-12-31 $262k 2.0k 127.87
2018-12-31 $21k 189 111.11