iShares Barclays TIPS Bond Fund shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0M | 28k | 106.55 |
| 2024-09-30 | $3.0M | 27k | 110.47 |
| 2024-06-30 | $3.1M | 29k | 106.78 |
| 2024-03-31 | $3.3M | 31k | 107.41 |
| 2023-12-31 | $3.6M | 33k | 107.49 |
| 2023-09-30 | $4.2M | 40k | 103.72 |
| 2023-06-30 | $4.4M | 41k | 107.62 |
| 2023-03-31 | $4.5M | 41k | 110.25 |
| 2022-12-31 | $3.9M | 36k | 106.44 |
| 2022-09-30 | $304k | 2.9k | 104.76 |
| 2022-06-30 | $360k | 3.2k | 113.74 |
| 2022-03-31 | $338k | 2.7k | 124.49 |
| 2021-12-31 | $354k | 2.7k | 129.20 |
| 2021-09-30 | $227k | 1.8k | 127.96 |
| 2021-06-30 | $291k | 2.3k | 128.02 |
| 2021-03-31 | $319k | 2.5k | 125.59 |
| 2020-12-31 | $325k | 2.5k | 127.95 |
| 2020-09-30 | $321k | 2.5k | 126.43 |
| 2020-06-30 | $312k | 2.5k | 122.88 |
| 2020-03-31 | $299k | 2.5k | 117.76 |
| 2019-12-31 | $306k | 2.6k | 116.75 |
| 2019-09-30 | $306k | 2.6k | 116.13 |
| 2018-12-31 | $217k | 2.0k | 109.60 |
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