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iShares Barclays TIPS Bond Fund shares owned by LVW Advisors

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

Historical chart of LVW 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 LVW 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 LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $364k 3.4k 107.40
2023-12-31 $365k 3.4k 107.48
2023-09-30 $1.6M 15k 103.72
2023-06-30 $1.5M 14k 107.62
2023-03-31 $2.1M 19k 110.25
2022-12-31 $2.5M 24k 106.44
2022-09-30 $3.0M 29k 104.89
2021-12-31 $206k 1.6k 129.23
2021-09-30 $994k 7.8k 127.70
2021-06-30 $995k 7.8k 127.97
2021-03-31 $975k 7.8k 125.56
2020-12-31 $980k 7.7k 127.65
2020-09-30 $973k 7.7k 126.50
2020-06-30 $898k 7.3k 122.95
2020-03-31 $1.0M 107k 9.35
2019-12-31 $891k 7.6k 116.53
2019-09-30 $767k 6.6k 116.25
2019-06-30 $766k 6.6k 115.50
2019-03-31 $729k 6.4k 113.06
2018-12-31 $595k 5.4k 109.46
2018-09-30 $702k 6.3k 110.67
2018-06-30 $709k 6.3k 112.86
2018-03-31 $601k 5.3k 113.10
2017-12-31 $615k 5.4k 114.08
2017-09-30 $612k 5.4k 113.52
2017-06-30 $612k 5.4k 113.52
2017-03-31 $605k 5.3k 114.71
2016-12-31 $551k 4.9k 113.16
2016-09-30 $549k 4.7k 116.39
2016-06-30 $550k 4.7k 116.60
2016-03-31 $544k 4.7k 114.70
2015-12-31 $517k 4.7k 109.60
2015-09-30 $509k 4.6k 110.70
2015-03-31 $323k 2.8k 113.61

More positions owned by LVW Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Ishares Tr Mbs Etf (MBB)
Broadcom (AVGO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for LVW 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