KLI
Kelman-Lazarov Inc’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
131,359
-5,510
| -4% | -$296K | 1.15% | 20 |
|
|
2025
Q1 | $7.39M | Sell |
136,869
-516
| -0.4% | -$27.9K | 1.34% | 18 |
|
|
2024
Q4 | $7.19M | Sell |
137,385
-5,072
| -4% | -$265K | 1.29% | 18 |
|
|
2024
Q3 | $7.53M | Sell |
142,457
-4,061
| -3% | -$215K | 1.29% | 20 |
|
|
2024
Q2 | $7.57M | Buy |
146,518
+4,684
| +3% | +$242K | 1.41% | 20 |
|
|
2024
Q1 | $7.3M | Buy |
141,834
+4,889
| +4% | +$252K | 1.43% | 18 |
|
|
2023
Q4 | $7M | Buy |
136,945
+19,919
| +17% | +$1.02M | 1.52% | 16 |
|
|
2023
Q3 | $5.86M | Buy |
117,026
+17,452
| +18% | +$874K | 1.39% | 16 |
|
|
2023
Q2 | $5.01M | Buy |
99,574
+9,500
| +11% | +$478K | 1.2% | 18 |
|
|
2023
Q1 | $4.6M | Buy |
90,074
+11,021
| +14% | +$563K | 1.19% | 18 |
|
|
2022
Q4 | $3.94M | Buy |
+79,053
| New | +$3.94M | 1.11% | 18 |
|
|
2017
Q1 | – | Sell |
-600
| Closed | -$31.5K | – | 232 |
|
|
2016
Q4 | $31.5K | Hold |
600
| – | – | 0.02% | 193 |
|
|
2016
Q3 | $31.5K | Buy |
+600
| New | +$31.5K | 0.02% | 213 |
|