Capital Investment Advisory Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-37	Closed	-$1.98K	–	1004
2024 Q3	$1.98K	Buy	37 +1	+3%	+$53	﹤0.01%	935
2024 Q2	$1.9K	Buy	36 +1	+3%	+$52	﹤0.01%	916
2024 Q1	$1.88K	Hold	35	–	–	﹤0.01%	914
2023 Q4	$1.88K	Hold	35	–	–	﹤0.01%	944
2023 Q3	$1.8K	Buy	35 +1	+3%	+$53	﹤0.01%	905
2023 Q2	$1.86K	Hold	34	–	–	﹤0.01%	848
2023 Q1	$1.88K	Sell	34 -1,555	-98%	-$85.3K	﹤0.01%	838
2022 Q4	$85.9K	Sell	1,589 -1,275	-45%	-$69.2K	0.01%	564
2022 Q3	$152K	Sell	2,864 -112	-4%	-$6.44K	0.02%	461
2022 Q2	$171K	Buy	2,976 +36	+1%	+$2.17K	0.02%	466
2022 Q1	$186K	Buy	2,940 +25	+0.9%	+$1.6K	0.02%	505
2021 Q4	$193K	Buy	2,915 +1,006	+53%	+$66.6K	0.02%	482
2021 Q3	$125K	Hold	1,909	–	–	0.02%	495
2021 Q2	$125K	Buy	+1,909	New	+$124K	0.02%	510

Other funds holding TIPZ

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Capital Investment Advisory Services's TIPZ Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 37 shares — an estimated $1.98K sold.

Capital Investment Advisory Services first reported a position in TIPZ in Q2 2021 and held it in 14 quarters. The position peaked at $193K in Q4 2021. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

Capital Investment Advisory Services reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 37 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $1.98K.
Capital Investment Advisory Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2021 and held it in 14 quarters.
Capital Investment Advisory Services's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $193K in Q4 2021.
53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.