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iShares Barclays TIPS Bond Fund shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 139k 107.41
2023-12-31 $15M 141k 107.49
2023-09-30 $17M 165k 103.72
2023-06-30 $21M 191k 107.62
2023-03-31 $21M 194k 110.25
2022-12-31 $20M 189k 106.44
2022-09-30 $12M 118k 104.90
2022-06-30 $13M 115k 113.91
2022-03-31 $3.8M 31k 124.57
2021-12-31 $3.7M 29k 129.20
2021-09-30 $3.7M 29k 127.69
2021-06-30 $3.8M 30k 128.03
2021-03-31 $3.7M 30k 125.51
2020-12-31 $3.7M 29k 127.64
2020-09-30 $3.8M 30k 126.50
2020-06-30 $3.7M 31k 123.01
2020-03-31 $3.8M 32k 117.91
2019-12-31 $3.9M 34k 116.57
2019-09-30 $4.1M 35k 116.28
2019-06-30 $3.8M 33k 115.50
2019-03-31 $4.0M 35k 113.07
2018-12-31 $3.9M 36k 109.50
2018-09-30 $4.0M 36k 110.63
2018-06-30 $3.4M 31k 112.87
2018-03-31 $3.5M 31k 113.06
2017-12-31 $3.6M 31k 114.07

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

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