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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
2024-03-31 $11M 100k 107.41
2023-12-31 $10M 96k 107.49

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Apple (AAPL)
Us Bancorp Del Com New (USB)
Ishares Tr Aggres Alloc Etf (AOA)
Alerus Finl (ALRS)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)

View all positions for Wealth Forward

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