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

Arax Advisory Partners’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
2026
Q2 		– Sell
-430
Closed -$22.9K – 5265
2026
Q1 		$22.9K Buy
+430
New +$22.9K ﹤0.01% 2049

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Arax Advisory Partners's TIPZ Position: Q2 2026 in Review

Arax Advisory Partners sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2026, closing a stake of 430 shares — an estimated $22.9K sold.

Arax Advisory Partners first reported a position in TIPZ in Q1 2026 and held it in 1 quarter. The position peaked at $22.9K in Q1 2026. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Arax Advisory Partners reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 430 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $22.9K.
  • Arax Advisory Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Arax Advisory Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $22.9K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.