Carson Wealth (CWM LLC)
TIPZ icon

Carson Wealth (CWM LLC)’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-375
Closed -$20K – 5544
2025
Q2 		$20K Buy
+375
New +$19.8K ﹤0.01% 3930

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TIPZ Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2025, closing a stake of 375 shares — an estimated $20K sold.

Carson Wealth (CWM LLC) first reported a position in TIPZ in Q2 2025 and held it in 1 quarter. The position peaked at $20K in Q2 2025. 44 funds tracked by Wall St. Rank hold TIPZ as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 375 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $20K.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $20K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.