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iShares Barclays TIPS Bond Fund shares owned by Summit Wealth Group Llc / Co

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

Historical chart of Summit Wealth Group Llc / Co 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 Llc / Co 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 Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 228k 90.61

More positions owned by Summit Wealth Group Llc / Co

Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Nuveen Ice High (HYMB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust High Yld Munietf (HYD)
Adobe Systems Incorporated (ADBE)
Netflix (NFLX)
Servicenow (NOW)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Accenture Plc Ireland Shs Class A (ACN)
Visa Com Cl A (V)

View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares Barclays TIPS Bond Fund

FMR
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Sumitomo Life Insurance
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Wells Fargo & Company
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Evoke Wealth
Man Group

View all funds holding iShares Barclays TIPS Bond Fund