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iShares Barclays TIPS Bond Fund shares owned by Stephenson & Company

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

Historical chart of Stephenson & Company 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 Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 36k 111.22
2025-06-30 $3.7M 33k 110.04
2025-03-31 $3.4M 30k 111.09
2024-12-31 $3.2M 30k 106.55
2024-09-30 $3.1M 29k 110.47
2024-06-30 $2.8M 27k 106.78
2024-03-31 $2.8M 26k 107.41
2023-12-31 $2.5M 23k 107.49

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Bloomberg High Y (JNK)

View all positions for Stephenson & Company

Top funds holding iShares Barclays TIPS Bond Fund

FMR
Morgan Stanley
BlackRock
UBS Group
Envestnet Asset Management
Sumitomo Life Insurance
Assetmark
LPL Financial
Fil
Pictet Asset Management Holding SA
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Evoke Wealth
Man Group

View all funds holding iShares Barclays TIPS Bond Fund