TrinityPoint Wealth »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Barclays TIPS Bond Fund by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
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