Belpointe Asset Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Belpointe Asset Management’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	-736	Closed	-$41.1K	–	3114
2023 Q1	$41.1K	Hold	736	–	–	﹤0.01%	1823
2022 Q4	$39.8K	Buy	+736	New	+$39.9K	﹤0.01%	1741
2021 Q4	–	Sell	-4,292	Closed	-$282K	–	1250
2021 Q3	$282K	Buy	+4,292	New	+$285K	0.02%	711

Other funds holding TIPZ

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's TIPZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2023, closing a stake of 736 shares — an estimated $41.1K sold.

Belpointe Asset Management first reported a position in TIPZ in Q3 2021 and held it in 3 quarters. The position peaked at $282K in Q3 2021. 49 funds tracked by Wall St. Rank hold TIPZ as of Q2 2023.

Belpointe Asset Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 736 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $41.1K.
Belpointe Asset Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 3 quarters.
Belpointe Asset Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $282K in Q3 2021.
49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.