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Advisory Services Network’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Advisory Services Network’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,151
Closed -$120K – 3459
2023
Q1 		$120K Sell
2,151
-2,805
-57% -$154K ﹤0.01% 1553
2022
Q4 		$268K Sell
4,956
-1,588
-24% -$86.2K 0.01% 1137
2022
Q3 		$348K Sell
6,544
-9,976
-60% -$574K 0.01% 960
2022
Q2 		$951K Sell
16,520
-1,535
-9% -$92.3K 0.03% 573
2022
Q1 		$1.14M Sell
18,055
-149
-0.8% -$9.55K 0.03% 584
2021
Q4 		$1.2M Buy
18,204
+3,407
+23% +$226K 0.03% 553
2021
Q3 		$971K Sell
14,797
-896
-6% -$59.4K 0.03% 611
2021
Q2 		$1.03M Buy
15,693
+3,297
+27% +$215K 0.03% 577
2021
Q1 		$796K Buy
12,396
+12,336
+20,560% +$800K 0.03% 638
2020
Q4 		$4K Hold
60
– – ﹤0.01% 2819
2020
Q3 		$4K Buy
+60
New +$3.87K ﹤0.01% 2876
2020
Q2 		– Sell
-60
Closed -$4K – 2583
2020
Q1 		$4K Hold
60
– – ﹤0.01% 2592
2019
Q4 		$4K Buy
+60
New +$3.59K ﹤0.01% 2698
2015
Q4 		– Sell
-450
Closed -$25K – 1611
2015
Q3 		$25K Sell
450
-19
-4% -$1.07K 0.01% 696
2015
Q2 		$27K Hold
469
– – 0.01% 649
2015
Q1 		$27K Hold
469
– – 0.01% 627
2014
Q4 		$27K Sell
469
-11,054
-96% -$633K 0.01% 527
2014
Q3 		$653K Buy
11,523
+413
+4% +$23.9K 0.24% 102
2014
Q2 		$646K Sell
11,110
-118
-1% -$6.77K 0.27% 95
2014
Q1 		$632K Sell
11,228
-119
-1% -$6.68K 0.33% 91
2013
Q4 		$625K Sell
11,347
-197
-2% -$11K 0.31% 73
2013
Q3 		$652K Buy
11,544
+393
+4% +$22.1K 0.56% 55
2013
Q2 		$626K Buy
+11,151
New +$664K 0.51% 50

Other funds holding TIPZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Services Network's TIPZ Position: Q2 2023 in Review

Advisory Services Network sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2023, closing a stake of 2,151 shares — an estimated $120K sold.

Advisory Services Network first reported a position in TIPZ in Q2 2013 and held it in 23 quarters. The position peaked at $1.2M in Q4 2021. 49 funds tracked by Wall St. Rank hold TIPZ as of Q2 2023.

  • Advisory Services Network reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Advisory Services Network sold 2,151 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $120K.
  • Advisory Services Network first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 23 quarters.
  • Advisory Services Network's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.2M in Q4 2021.
  • 49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.