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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund held by West Financial 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 West Financial Advisors

Quarter filed Position value Share count Share price at filing
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