Avantax Advisory Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
4,671
-1,702
| -27% | -$90.6K | ﹤0.01% | 2056 |
|
|
2025
Q1 | $344K | Buy |
6,373
+1,769
| +38% | +$95.4K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $239K | Sell |
4,604
-420
| -8% | -$21.8K | ﹤0.01% | 1944 |
|
|
2024
Q3 | $272K | Buy |
5,024
+42
| +0.8% | +$2.27K | ﹤0.01% | 1825 |
|
|
2024
Q2 | $262K | Sell |
4,982
-29
| -0.6% | -$1.52K | ﹤0.01% | 1788 |
|
|
2024
Q1 | $267K | Sell |
5,011
-1,669
| -25% | -$89K | ﹤0.01% | 1365 |
|
|
2023
Q4 | $356K | Buy |
6,680
+52
| +0.8% | +$2.77K | ﹤0.01% | 1146 |
|
|
2023
Q3 | $343K | Sell |
6,628
-433
| -6% | -$22.4K | ﹤0.01% | 1118 |
|
|
2023
Q2 | $382K | Buy |
7,061
+73
| +1% | +$3.95K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $390K | Buy |
6,988
+35
| +0.5% | +$1.95K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $376K | Buy |
6,953
+990
| +17% | +$53.5K | 0.01% | 1000 |
|
|
2022
Q3 | $317K | Buy |
+5,963
| New | +$317K | ﹤0.01% | 980 |
|
|
2020
Q4 | – | Sell |
-5,304
| Closed | -$345K | – | 1323 |
|
|
2020
Q3 | $345K | Buy |
5,304
+2,006
| +61% | +$130K | 0.01% | 958 |
|
|
2020
Q2 | $208K | Hold |
3,298
| – | – | 0.01% | 777 |
|
|
2020
Q1 | $200K | Buy |
+3,298
| New | +$200K | 0.01% | 723 |
|