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Kelman-Lazarov Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-402
Closed -$45.5K – 236
2016
Q4 		$45.5K Buy
402
+148
+58% +$16.9K 0.03% 169
2016
Q3 		$29.4K Hold
254
– – 0.02% 222
2016
Q2 		$29.7K Buy
254
+54
+27% +$6.2K 0.02% 206
2016
Q1 		$23K Buy
+200
New +$22.3K 0.01% 238

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kelman-Lazarov Inc's TIP Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of iShares TIPS Bond ETF (TIP) in Q1 2017, closing a stake of 402 shares — an estimated $45.5K sold.

Kelman-Lazarov Inc first reported a position in TIP in Q1 2016 and held it in 4 quarters. The position peaked at $45.5K in Q4 2016. 667 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining iShares TIPS Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 402 iShares TIPS Bond ETF shares in Q1 2017, an estimated $45.5K.
  • Kelman-Lazarov Inc first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's iShares TIPS Bond ETF position peaked at $45.5K in Q4 2016.
  • 667 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.