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Kiwi Wealth Investments Limited Partnership · 13F Holdings
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Kiwi Wealth Investments Limited Partnership

No.8688 Data as of 2024Q1
Latest AUM (Q1 2024)
$126.2M
QoQ Change Q4 2023
$0+0.0%
Holdings
4
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2024 ValueQ1 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRICSH
41.91%41.91%$52.9M1.0M$52.9M1.0M00.00%Unchanged
IISHARES TRTIP
28.68%28.68%$36.2M336,724$36.2M336,72400.00%Unchanged
IISHARES GOLD TRIAU
16.69%16.69%$21.1M539,660$21.1M539,66000.00%Unchanged
IISHARES SHORT DURATION BOND ACTIVE ETFNEAR
12.72%12.72%$16.0M317,615$16.0M317,61500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q1 2024 · 45 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-12 15:25 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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