Kavar Capital Partners Group’s iShares TIPS Bond ETF TIP Stock Holding History

Kavar Capital Partners Group’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5	Closed	–	–	408
2014 Q1	$0	Hold	5	–	–	﹤0.01%	570
2013 Q4	$0	Buy	+5	New	+$558	﹤0.01%	517

Other funds holding TIP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Kavar Capital Partners Group's TIP Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of iShares TIPS Bond ETF (TIP) in Q2 2014, closing a stake of 5 shares.

Kavar Capital Partners Group first reported a position in TIP in Q4 2013 and held it in 2 quarters. The position peaked at $0 in Q1 2014. 470 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

Kavar Capital Partners Group reported no remaining iShares TIPS Bond ETF position as of Q2 2014 after selling out during the quarter.
Kavar Capital Partners Group sold 5 iShares TIPS Bond ETF shares in Q2 2014.
Kavar Capital Partners Group first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 2 quarters.
Kavar Capital Partners Group's iShares TIPS Bond ETF position peaked at $0 in Q1 2014.
470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.