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Clear Creek Financial Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Clear Creek Financial 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
2022
Q4 		– Sell
-73,045
Closed -$3.89M – 309
2022
Q3 		$3.89M Buy
+73,045
New +$4.2M 0.86% 27

Other funds holding TIPZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $777B AUM 61.18% 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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Clear Creek Financial Management's TIPZ Position: Q4 2022 in Review

Clear Creek Financial Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2022, closing a stake of 73,045 shares — an estimated $3.89M sold.

Clear Creek Financial Management first reported a position in TIPZ in Q3 2022 and held it in 1 quarter. The position peaked at $3.89M in Q3 2022. 56 funds tracked by Wall St. Rank hold TIPZ as of Q4 2022.

  • Clear Creek Financial Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Clear Creek Financial Management sold 73,045 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $3.89M.
  • Clear Creek Financial Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
  • Clear Creek Financial Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $3.89M in Q3 2022.
  • 56 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Clear Creek Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.