iShares Barclays TIPS Bond Fund shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 13k | 110.71 |
| 2024-06-30 | $11M | 100k | 105.92 |
| 2023-12-31 | $9.8M | 91k | 107.62 |
| 2023-09-30 | $8.9M | 86k | 103.72 |
| 2023-06-30 | $8.9M | 83k | 107.62 |
| 2023-03-31 | $8.8M | 80k | 110.25 |
| 2022-12-31 | $7.1M | 66k | 108.60 |
| 2022-09-30 | $5.5M | 53k | 104.89 |
| 2022-06-30 | $5.7M | 50k | 113.90 |
| 2022-03-31 | $3.9M | 31k | 124.57 |
| 2021-12-31 | $2.9M | 22k | 129.20 |
| 2021-09-30 | $1.7M | 13k | 127.66 |
| 2021-06-30 | $333k | 2.6k | 127.88 |
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