KLI
Kelman-Lazarov Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
266,709
+3,303
| +1% | +$340K | 4.45% | 6 |
|
|
2025
Q1 | $27.3M | Buy |
263,406
+10,409
| +4% | +$1.08M | 4.95% | 6 |
|
|
2024
Q4 | $25.5M | Buy |
252,997
+6,898
| +3% | +$694K | 4.58% | 6 |
|
|
2024
Q3 | $24.9M | Buy |
246,099
+7,757
| +3% | +$786K | 4.29% | 6 |
|
|
2024
Q2 | $23.7M | Buy |
238,342
+10,365
| +5% | +$1.03M | 4.42% | 6 |
|
|
2024
Q1 | $22.7M | Buy |
227,977
+7,954
| +4% | +$791K | 4.43% | 6 |
|
|
2023
Q4 | $21.7M | Sell |
220,023
-10,444
| -5% | -$1.03M | 4.7% | 6 |
|
|
2023
Q3 | $22.3M | Buy |
230,467
+2,193
| +1% | +$213K | 5.28% | 6 |
|
|
2023
Q2 | $22.3M | Buy |
228,274
+8,201
| +4% | +$800K | 5.36% | 6 |
|
|
2023
Q1 | $21.8M | Buy |
220,073
+3,013
| +1% | +$299K | 5.67% | 6 |
|
|
2022
Q4 | $21M | Sell |
217,060
-35,994
| -14% | -$3.49M | 5.92% | 6 |
|
|
2022
Q3 | $24.3M | Buy |
+253,054
| New | +$24.3M | 8.28% | 5 |
|