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iShares Barclays TIPS Bond Fund shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 15k 110.44
2024-06-30 $1.7M 16k 106.76
2023-06-30 $1.0M 9.4k 107.57
2023-03-31 $7.0k 825k 0.01

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View all positions for Summit Wealth Group

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
BlackRock
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Rock Creek Group
Envestnet Asset Management
Susquehanna International
Mitsubishi UFJ Trust & Banking Corp
Man Group
Partners Capital Investment Group
3EDGE Asset Management
Evoke Wealth
LPL Financial
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund