iShares Barclays TIPS Bond Fund shares owned by West Financial Advisors
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $50k | 453 | 110.47 |
| 2024-06-30 | $9.4M | 88k | 106.78 |
| 2024-03-31 | $9.4M | 87k | 107.41 |
| 2023-12-31 | $9.2M | 85k | 107.49 |
| 2023-09-30 | $11M | 103k | 103.72 |
| 2023-06-30 | $11M | 102k | 107.62 |
| 2023-03-31 | $11M | 99k | 110.25 |
| 2022-12-31 | $11M | 99k | 106.44 |
| 2022-09-30 | $11M | 104k | 104.90 |
| 2022-06-30 | $12M | 107k | 113.91 |
| 2022-03-31 | $12M | 94k | 124.57 |
| 2021-12-31 | $12M | 96k | 129.21 |
| 2021-09-30 | $8.0M | 63k | 127.69 |
| 2021-06-30 | $7.7M | 60k | 128.01 |
| 2021-03-31 | $5.8M | 46k | 125.49 |
| 2020-12-31 | $5.8M | 45k | 127.64 |
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