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iShares Barclays TIPS Bond Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Barclays TIPS Bond Fund

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All positions including iShares Barclays TIPS Bond Fund held by United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 94k 107.49
2023-09-30 $2.2M 21k 103.72
2023-06-30 $2.9M 27k 107.62
2023-03-31 $3.3M 30k 110.25
2022-12-31 $4.1M 39k 106.44
2022-09-30 $6.5M 62k 104.89
2022-06-30 $7.7M 68k 113.91
2022-03-31 $9.1M 73k 124.58
2021-12-31 $9.4M 73k 129.20
2021-09-30 $11M 85k 127.69
2021-06-30 $11M 86k 128.01
2021-03-31 $10M 80k 125.50
2020-12-31 $9.8M 77k 127.65
2020-09-30 $12M 91k 126.50
2020-06-30 $16M 127k 123.00
2020-03-31 $19M 157k 117.92
2019-12-31 $21M 183k 116.57
2019-09-30 $26M 222k 116.29
2019-06-30 $68M 587k 115.49
2019-03-31 $31M 271k 113.07
2018-12-31 $28M 256k 109.51
2018-09-30 $41M 370k 110.62
2018-06-30 $44M 388k 112.87
2018-03-31 $26M 231k 113.05
2017-12-31 $32M 282k 113.79
2017-09-30 $34M 295k 113.58
2017-06-30 $32M 282k 113.43
2017-03-31 $31M 274k 114.65
2016-12-31 $27M 239k 113.17
2016-09-30 $29M 248k 116.49
2016-06-30 $43M 366k 117.00
2016-03-31 $46M 403k 114.64
2015-12-31 $43M 395k 109.68
2015-09-30 $44M 395k 110.69
2015-06-30 $45M 402k 112.05
2015-03-31 $37M 324k 114.36
2014-12-31 $33M 298k 112.01
2014-09-30 $56M 499k 112.07
2014-06-30 $62M 539k 115.36
2014-03-31 $59M 527k 112.10
2013-12-31 $54M 492k 109.90
2013-09-30 $52M 465k 112.58
2013-06-30 $49M 441k 112.01
2013-03-31 $50M 411k 121.27
2012-12-31 $49M 404k 121.41
2012-09-30 $48M 390k 121.76
2012-06-30 $45M 374k 119.70
2011-12-31 $44M 379k 116.69
2011-09-30 $11M 97k 114.30
2011-03-31 $4.9M 45k 109.16
2010-12-31 $4.4M 41k 107.52

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Charles Schwab Investment Management
Matson Money
Wells Fargo & Company
Sumitomo Life Insurance
Evoke Wealth
Pnc Financial Services
Bank Julius Baer & Co. Ltd, Zurich
WealthNavi
CI Investments
Partners Capital Investment Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding iShares Barclays TIPS Bond Fund