LPL Financial’s ISHARES TARGET DATE 2025 ETF TZI Stock Holding History

LPL Financial’s Portfolio TZI Stock Details TZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-5,345	Closed	-$217K	–	2802
2013 Q4	$217K	Buy	+5,345	New	+$213K	﹤0.01%	2381

Other funds holding TZI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

LPL Financial's TZI Position: Q1 2014 in Review

LPL Financial sold out of ISHARES TARGET DATE 2025 ETF (TZI) in Q1 2014, closing a stake of 5,345 shares — an estimated $217K sold.

LPL Financial first reported a position in TZI in Q4 2013 and held it in 1 quarter. The position peaked at $217K in Q4 2013. 4 funds tracked by Wall St. Rank hold TZI as of Q1 2014.

LPL Financial reported no remaining ISHARES TARGET DATE 2025 ETF position as of Q1 2014 after selling out during the quarter.
LPL Financial sold 5,345 ISHARES TARGET DATE 2025 ETF shares in Q1 2014, an estimated $217K.
LPL Financial first reported a position in ISHARES TARGET DATE 2025 ETF in Q4 2013 and held it in 1 quarter.
LPL Financial's ISHARES TARGET DATE 2025 ETF position peaked at $217K in Q4 2013.
4 funds tracked by Wall St. Rank held ISHARES TARGET DATE 2025 ETF as of Q1 2014.

Based on LPL Financial's 13F filing for Q1 2014, filed 12 May 2014.