Arrowroot Family Office’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Arrowroot Family Office’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 Q4	–	Sell	-5,286	Closed	-$274K	–	127
2023 Q3	$274K	Sell	5,286 -732	-12%	-$38.8K	0.22%	102
2023 Q2	$325K	Sell	6,018 -1,439	-19%	-$78.8K	0.25%	93
2023 Q1	$416K	Buy	+7,457	New	+$409K	0.36%	74

Other funds holding TIPZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowroot Family Office's TIPZ Position: Q4 2023 in Review

Arrowroot Family Office sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2023, closing a stake of 5,286 shares — an estimated $274K sold.

Arrowroot Family Office first reported a position in TIPZ in Q1 2023 and held it in 3 quarters. The position peaked at $416K in Q1 2023. 49 funds tracked by Wall St. Rank hold TIPZ as of Q4 2023.

Arrowroot Family Office reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Arrowroot Family Office sold 5,286 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $274K.
Arrowroot Family Office first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 3 quarters.
Arrowroot Family Office's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $416K in Q1 2023.
49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Arrowroot Family Office's 13F filing for Q4 2023, filed 17 Apr 2024.