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iShares Barclays TIPS Bond Fund shares owned by Fortis Advisors

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

Historical chart of Fortis 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 Fortis 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 263 107.44
2023-06-30 $749k 7.0k 107.62
2023-03-31 $859k 7.8k 110.25
2022-12-31 $654k 6.1k 106.44
2022-09-30 $642k 6.1k 104.87
2022-06-30 $528k 4.6k 113.82
2022-03-31 $609k 4.9k 124.51
2021-12-31 $531k 4.1k 129.26
2021-09-30 $569k 4.5k 127.58
2021-06-30 $464k 3.6k 128.00
2021-03-31 $444k 3.5k 125.49
2020-12-31 $119k 932 127.68
2020-09-30 $117k 928 126.08
2020-06-30 $107k 869 123.13
2020-03-31 $77k 651 118.28
2019-12-31 $137k 1.2k 116.30
2019-09-30 $154k 1.3k 116.14
2019-06-30 $133k 1.2k 115.15
2019-03-31 $130k 1.1k 113.14
2018-12-31 $126k 1.1k 109.66
2018-09-30 $126k 1.1k 110.24
2018-06-30 $169k 1.5k 112.89
2018-03-31 $168k 1.5k 112.98
2017-12-31 $4.0k 34 117.65
2017-09-30 $6.0k 56 107.14

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Global Consumer Staples Etf Etf (KXI)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Spdr Gold Minishares Trust Etf (GLDM)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Vanguard Health Care Etf Etf (VHT)

View all positions for Fortis Advisors

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