Baron Financial Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-1,600	Closed	-$92.1K	–	179
2022 Q2	$92.1K	Hold	1,600	–	–	0.06%	62
2022 Q1	$101K	Hold	1,600	–	–	0.06%	64
2021 Q4	$106K	Hold	1,600	–	–	0.06%	66
2021 Q3	$105K	Hold	1,600	–	–	0.06%	65
2021 Q2	$105K	Hold	1,600	–	–	0.07%	68
2021 Q1	$103K	Hold	1,600	–	–	0.07%	64
2020 Q4	$105K	Hold	1,600	–	–	0.08%	62
2020 Q3	$104K	Buy	+1,600	New	+$103K	0.1%	59

Other funds holding TIPZ

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

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Baron Financial Group's TIPZ Position: Q3 2022 in Review

Baron Financial Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2022, closing a stake of 1,600 shares — an estimated $92.1K sold.

Baron Financial Group first reported a position in TIPZ in Q3 2020 and held it in 8 quarters. The position peaked at $106K in Q4 2021. 58 funds tracked by Wall St. Rank hold TIPZ as of Q3 2022.

Baron Financial Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 1,600 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $92.1K.
Baron Financial Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 8 quarters.
Baron Financial Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $106K in Q4 2021.
58 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.