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Kiwi Wealth Investments Limited Partnership’s iShares TIPS Bond ETF TIP Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q4 		$36.2M Hold
336,724
– – 28.68% 2
2023
Q3 		$34.9M Buy
336,724
+56,924
+20% +$6.02M 3.81% 13
2023
Q2 		$30.1M Buy
279,800
+133,211
+91% +$14.5M 1.86% 9
2023
Q1 		$16.2M Buy
+146,589
New +$15.9M 1.05% 26

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's TIP Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership held its iShares TIPS Bond ETF (TIP) position steady in Q4 2023 at 336,724 shares worth $36.2M. The position accounts for 28.68% of the portfolio, ranked #2.

Kiwi Wealth Investments Limited Partnership first reported a position in TIP in Q1 2023 and has held it in 4 quarters since. 1,101 funds tracked by Wall St. Rank hold TIP as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership held 336,724 shares of iShares TIPS Bond ETF worth $36.2M as of Q4 2023.
  • Kiwi Wealth Investments Limited Partnership left its iShares TIPS Bond ETF share count unchanged in Q4 2023.
  • iShares TIPS Bond ETF made up 28.68% of Kiwi Wealth Investments Limited Partnership's portfolio in Q4 2023, its #2 holding.
  • Kiwi Wealth Investments Limited Partnership first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 1,101 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.