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Summit Trail Advisors »

iShares Barclays TIPS Bond Fund shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors 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 Summit Trail Advisors 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 Summit Trail Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$944k	8.8k	107.49
2018-03-31	$15k	15k	0.99
2017-12-31	$9.0k	82	109.76

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Ishares Tr Core Us Aggbd Et (AGG)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Broadcom (AVGO)

Invesco Exchange Traded Fd T Aerospace Defn (PPA)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Expeditors International of Washington (EXPD)

Kraneshares Trust California Carb (KCCA)

Ishares Tr Rus 1000 Grw Etf (IWF)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation

Jpmorgan Chase & Co

Charles Schwab Investment Management

Wells Fargo & Company

Sumitomo Life Insurance

Pnc Financial Services

Bank Julius Baer & Co. Ltd, Zurich

Partners Capital Investment Group

Advisor Group Holdings

Royal Bank of Canada

View all funds holding iShares Barclays TIPS Bond Fund

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