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iShares Barclays TIPS Bond Fund shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory 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 Capital Directions Investment Advisory 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 Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $90k 844 106.44
2022-09-30 $0 0 0.00
2022-06-30 $108k 948 113.92
2022-03-31 $118k 948 124.47
2021-09-30 $131k 1.0k 128.05
2021-06-30 $23k 182 126.37
2020-12-31 $23k 182 126.37
2020-09-30 $23k 182 126.37
2020-06-30 $22k 182 120.88
2020-03-31 $21k 182 115.38
2019-12-31 $21k 182 115.38
2019-09-30 $60k 512 117.19
2019-06-30 $59k 512 115.23
2019-03-31 $58k 512 113.28
2018-12-31 $56k 512 109.38
2018-09-30 $57k 512 111.33
2018-06-30 $74k 658 112.46
2018-03-31 $97k 862 112.53
2017-12-31 $98k 862 113.69
2017-09-30 $101k 888 113.74
2017-06-30 $142k 1.3k 113.42
2017-03-31 $96k 840 114.29
2016-12-31 $40k 350 114.29
2016-09-30 $70k 600 116.67
2016-06-30 $70k 600 116.67
2015-12-31 $1.2M 11k 109.70
2015-09-30 $1.2M 11k 110.69
2015-06-30 $1.2M 11k 112.02
2015-03-31 $1.2M 11k 112.30
2014-12-31 $1.2M 11k 114.78
2014-09-30 $1.2M 11k 113.19
2014-06-30 $1.1M 9.9k 115.41
2014-03-31 $1.1M 9.9k 112.08
2013-12-31 $1.1M 9.9k 109.85
2013-09-30 $1.0M 9.0k 112.61
2013-06-30 $1.0M 9.1k 112.04
2013-03-31 $33k 270 122.22

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding iShares Barclays TIPS Bond Fund

BlackRock
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
FMR
Envestnet Asset Management
Rock Creek Group
Mitsubishi UFJ Trust & Banking Corp
UBS Group
LPL Financial
Matson Money
Sumitomo Life Insurance
Evoke Wealth
Wells Fargo & Company

View all funds holding iShares Barclays TIPS Bond Fund