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Spdr Ser Tr barc 1-10yrtip shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr barc 1-10yrtip (TIPX) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Spdr Ser Tr barc 1-10yrtip

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr barc 1-10yrtip held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr barc 1-10yrtip by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $198k 10k 19.29
2025-06-30 $200k 11k 19.14
2024-12-31 $194k 11k 18.49

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Spdr Ser Tr barc 1-10yrtip

State Street Corporation
LPL Financial
D. J. St. Germain
Brio Consultants
Envestnet Asset Management
Goldman Sachs Group
Envestnet Portfolio Solutions
Security National Bank
Treasure Coast Financial Planning
AllGen Financial Advisors
Sonoma Allocations
Assetmark
Elevation Capital Advisory
Alesco Advisors
Aspire Private Capital

View all funds holding Spdr Ser Tr barc 1-10yrtip