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iShares Barclays TIPS Bond Fund shares owned by Wealth Forward

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 91k 111.22
2025-06-30 $11M 104k 110.04
2025-03-31 $12M 103k 111.09
2024-12-31 $11M 102k 106.55
2024-09-30 $11M 99k 110.47
2024-06-30 $11M 101k 106.78
2024-03-31 $11M 100k 107.41
2023-12-31 $10M 96k 107.49

More positions owned by Wealth Forward

Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Morningstr Us Eq (ILCB)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Portfli High Yld (SPHY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)

View all positions for Wealth Forward

Top funds holding iShares Barclays TIPS Bond Fund

FMR
Morgan Stanley
BlackRock
UBS Group
Envestnet Asset Management
Sumitomo Life Insurance
Assetmark
LPL Financial
Fil
Pictet Asset Management Holding SA
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Evoke Wealth
Man Group

View all funds holding iShares Barclays TIPS Bond Fund