Luther King Capital Management (LKCM)’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | -$3.47M | – | 605 |
|
|
2023
Q3 | – | Hold |
0
| – | -$8.54M | – | 245 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 156 |
|
|
2021
Q1 | – | Hold |
0
| – | -$215K | – | 573 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 531 |
|
|
2016
Q3 | – | Sell |
-3,361
| Closed | -$392K | – | 521 |
|
|
2016
Q2 | $392K | Buy |
+3,361
| New | +$392K | ﹤0.01% | 423 |
|