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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
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)
Spdr Ser Tr Bloomberg High Y (JNK)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding iShares Barclays TIPS Bond Fund

Vinland Capital Management Gestora de Recursos
BlackRock
Bank of America Corporation
FMR
Hsbc Holdings
Jpmorgan Chase & Co
Rock Creek Group
Envestnet Asset Management
Susquehanna International
UBS Group
Mitsubishi UFJ Trust & Banking Corp
Sumitomo Life Insurance
Man Group
Partners Capital Investment Group
3EDGE Asset Management

View all funds holding iShares Barclays TIPS Bond Fund