iShares Barclays TIPS Bond Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 15k | 107.41 |
| 2023-12-31 | $1.7M | 16k | 107.49 |
| 2023-09-30 | $1.8M | 17k | 103.72 |
| 2023-06-30 | $2.2M | 20k | 107.62 |
| 2023-03-31 | $2.1M | 19k | 110.25 |
| 2022-12-31 | $2.0M | 19k | 106.44 |
| 2022-09-30 | $2.1M | 20k | 104.90 |
| 2022-06-30 | $1.4M | 13k | 113.91 |
| 2022-03-31 | $1.5M | 12k | 124.57 |
| 2021-12-31 | $842k | 6.5k | 129.24 |
| 2021-09-30 | $813k | 6.4k | 127.69 |
| 2021-06-30 | $425k | 3.3k | 128.00 |
| 2021-03-31 | $374k | 3.0k | 125.52 |
| 2020-12-31 | $377k | 3.0k | 127.64 |
| 2020-09-30 | $360k | 2.8k | 126.48 |
| 2020-06-30 | $294k | 2.4k | 122.99 |
| 2020-03-31 | $296k | 2.5k | 117.94 |
| 2019-12-31 | $259k | 2.2k | 116.59 |
| 2019-06-30 | $276k | 2.4k | 115.49 |
| 2019-03-31 | $437k | 3.9k | 113.07 |
| 2018-12-31 | $389k | 3.6k | 109.51 |
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