iShares Barclays TIPS Bond Fund shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Barclays TIPS Bond Fund
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Quarterly reported holdings in iShares Barclays TIPS Bond Fund by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.3M | 87k | 107.49 |
| 2023-09-30 | $10M | 100k | 103.72 |
| 2023-06-30 | $1.5M | 14k | 107.62 |
| 2023-03-31 | $1.6M | 15k | 110.25 |
| 2022-12-31 | $5.9M | 55k | 106.44 |
| 2022-09-30 | $17M | 161k | 104.90 |
| 2022-06-30 | $30M | 260k | 113.91 |
| 2022-03-31 | $16M | 127k | 124.57 |
| 2021-12-31 | $29M | 224k | 129.20 |
| 2021-09-30 | $18M | 140k | 127.69 |
| 2021-06-30 | $3.4M | 26k | 128.00 |
| 2021-03-31 | $2.8M | 22k | 125.50 |
| 2020-12-31 | $1.8M | 14k | 127.66 |
| 2020-09-30 | $1.7M | 14k | 126.48 |
| 2020-06-30 | $1.5M | 12k | 123.01 |
| 2020-03-31 | $498k | 4.2k | 117.84 |
| 2019-12-31 | $587k | 5.0k | 116.47 |
| 2019-09-30 | $612k | 5.3k | 116.20 |
| 2019-06-30 | $667k | 5.8k | 115.46 |
| 2019-03-31 | $607k | 5.4k | 113.12 |
| 2018-12-31 | $878k | 8.0k | 109.57 |
| 2018-09-30 | $1.1M | 9.7k | 110.58 |
| 2018-06-30 | $1.2M | 11k | 112.88 |
| 2018-03-31 | $1.7M | 15k | 114.67 |
| 2017-12-31 | $3.0M | 26k | 114.08 |
| 2017-09-30 | $2.5M | 22k | 113.56 |
| 2017-06-30 | $2.3M | 20k | 113.41 |
| 2017-03-31 | $1.7M | 15k | 114.66 |
| 2016-12-31 | $4.5M | 40k | 113.18 |
| 2016-09-30 | $5.3M | 45k | 116.50 |
| 2016-06-30 | $7.5M | 64k | 116.68 |
| 2016-03-31 | $1.0M | 9.1k | 114.63 |
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