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iShares Barclays TIPS Bond Fund shares owned by WMG Financial Advisors

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

Historical chart of WMG 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 WMG 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $263k 2.4k 110.47
2024-06-30 $266k 2.5k 106.78
2024-03-31 $268k 2.5k 107.41
2023-12-31 $268k 2.5k 107.49
2023-06-30 $276k 2.6k 107.62
2023-03-31 $283k 1.8k 153.30
2022-12-31 $273k 2.6k 106.44
2022-09-30 $270k 2.6k 105.30
2022-06-30 $291k 2.6k 113.49
2022-03-31 $319k 2.6k 124.42
2021-12-31 $227k 1.8k 128.68