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iShares Barclays TIPS Bond Fund shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 29k 109.74

More positions owned by Legacy Capital Wealth Partners

Alps Etf Tr Alerian Mlp (AMLP)
Southern Company (SO)
Duke Energy Corp Com New (DUK)
American Electric Power Company (AEP)
Advanced Micro Devices (AMD)
Mid-America Apartment (MAA)
Public Storage (PSA)
Chevron Corporation (CVX)
Paypal Holdings (PYPL)
Eli Lilly & Co. (LLY)
L3harris Technologies (LHX)
Ishares Tr Tips Bd Etf (TIP)
Texas Instruments Incorporated (TXN)
PPL Corporation (PPL)
Consolidated Edison (ED)

View all positions for Legacy Capital Wealth Partners

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