Burt Wealth Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Burt Wealth Advisors’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 Q4	–	Sell	-8,596	Closed	-$457K	–	109
2022 Q3	$457K	Buy	+8,596	New	+$495K	0.18%	43
2019 Q1	–	Sell	-11,003	Closed	-$616K	–	377
2018 Q4	$616K	Sell	11,003 -21,336	-66%	-$1.19M	0.29%	39
2018 Q3	$1.83M	Sell	32,339 -2,505	-7%	-$143K	0.83%	11
2018 Q2	$2.01M	Buy	34,844 +5,844	+20%	+$335K	0.96%	11
2018 Q1	$1.67M	Hold	29,000	–	–	0.85%	12
2017 Q4	$1.69M	Sell	29,000 -716	-2%	-$41.5K	1.05%	10
2017 Q3	$1.72M	Buy	29,716 +716	+2%	+$41.5K	1.13%	9
2017 Q2	$167K	Hold	29,000	–	–	0.12%	79
2017 Q1	$1.69M	Buy	+29,000	New	+$1.68M	1.22%	9

Other funds holding TIPZ

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

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

RJA

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

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

FTUS

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

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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

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

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

LGWM

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

Burt Wealth Advisors's TIPZ Position: Q4 2022 in Review

Burt Wealth Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2022, closing a stake of 8,596 shares — an estimated $457K sold.

Burt Wealth Advisors first reported a position in TIPZ in Q1 2017 and held it in 9 quarters. The position peaked at $2.01M in Q2 2018. 56 funds tracked by Wall St. Rank hold TIPZ as of Q4 2022.

Burt Wealth Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Burt Wealth Advisors sold 8,596 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $457K.
Burt Wealth Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2017 and held it in 9 quarters.
Burt Wealth Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.01M in Q2 2018.
56 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Burt Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.