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iShares Barclays TIPS Bond Fund shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $78k 710 110.36
2026-03-31 $78k 710 109.43
2025-12-31 $78k 710 109.91

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares Barclays TIPS Bond Fund

Bank of America Corporation
FMR
Morgan Stanley
BlackRock
Prudential Financial
Envestnet Asset Management
Sumitomo Life Insurance
Mather Group
UBS Group
LPL Financial
Wells Fargo & Company
CI Investments
Ameriprise Financial
GenTrust
Assetmark

View all funds holding iShares Barclays TIPS Bond Fund