Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Cambridge Investment Research 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
2024
Q3 		– Sell
-3,904
Closed -$205K – 3523
2024
Q2 		$205K Sell
3,904
-3,337
-46% -$175K ﹤0.01% 3011
2024
Q1 		$386K Sell
7,241
-12,625
-64% -$670K ﹤0.01% 2498
2023
Q4 		$1.06M Buy
19,866
+512
+3% +$26.6K ﹤0.01% 1613
2023
Q3 		$1M Sell
19,354
-1,472
-7% -$77.9K ﹤0.01% 1587
2023
Q2 		$1.13M Sell
20,826
-10,705
-34% -$586K 0.01% 1527
2023
Q1 		$1.76M Buy
31,531
+8,803
+39% +$483K 0.01% 1202
2022
Q4 		$1.23M Sell
22,728
-88,558
-80% -$4.81M 0.01% 1373
2022
Q3 		$5.92M Buy
111,286
+80,422
+261% +$4.63M 0.03% 496
2022
Q2 		$1.78M Sell
30,864
-4,596
-13% -$276K 0.01% 1106
2022
Q1 		$2.25M Buy
35,460
+11,507
+48% +$737K 0.01% 1071
2021
Q4 		$1.58M Buy
23,953
+1,187
+5% +$78.6K 0.01% 1287
2021
Q3 		$1.49M Buy
22,766
+13,047
+134% +$865K 0.01% 1248
2021
Q2 		$639K Buy
9,719
+1,541
+19% +$100K ﹤0.01% 1867
2021
Q1 		$525K Buy
8,178
+3,715
+83% +$241K ﹤0.01% 1878
2020
Q4 		$292K Buy
4,463
+218
+5% +$14.1K ﹤0.01% 2164
2020
Q3 		$275K Buy
4,245
+107
+3% +$6.91K ﹤0.01% 2002
2020
Q2 		$262K Buy
4,138
+74
+2% +$4.62K ﹤0.01% 1988
2020
Q1 		$247K Buy
4,064
+26
+0.6% +$1.57K ﹤0.01% 1793
2019
Q4 		$242K Buy
4,038
+472
+13% +$28.2K ﹤0.01% 2071
2019
Q3 		$214K Buy
+3,566
New +$214K ﹤0.01% 2069
2017
Q4 		– Sell
-4,009
Closed -$232K – 2158
2017
Q3 		$232K Sell
4,009
-5,629
-58% -$326K ﹤0.01% 1723
2017
Q2 		$556K Buy
9,638
+46
+0.5% +$2.67K 0.01% 1138
2017
Q1 		$558K Buy
+9,592
New +$555K 0.01% 1012
2015
Q4 		– Sell
-3,747
Closed -$209K – 1618
2015
Q3 		$209K Sell
3,747
-573
-13% -$32.3K 0.01% 1233
2015
Q2 		$246K Hold
4,320
– – 0.01% 1155
2015
Q1 		$249K Sell
4,320
-1
-0% -$58 0.01% 1137
2014
Q4 		$246K Sell
4,321
-62
-1% -$3.55K 0.01% 1100
2014
Q3 		$248K Buy
+4,383
New +$254K 0.01% 1194

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors's TIPZ Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2024, closing a stake of 3,904 shares — an estimated $205K sold.

Cambridge Investment Research Advisors first reported a position in TIPZ in Q3 2014 and held it in 28 quarters. The position peaked at $5.92M in Q3 2022. 54 funds tracked by Wall St. Rank hold TIPZ as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,904 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $205K.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 28 quarters.
  • Cambridge Investment Research Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $5.92M in Q3 2022.
  • 54 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.