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iShares Barclays TIPS Bond Fund shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors 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 Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 17k 111.22
2025-06-30 $3.6M 33k 110.04
2025-03-31 $2.1M 19k 111.09
2024-12-31 $1.5M 14k 106.55

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Microsoft Corporation (MSFT)
Agf Invts Tr Us Market Netrl (BTAL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Russell 2000 Etf (IWM)
Bristol Myers Squibb (BMY)

View all positions for Wealthedge Investment Advisors

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