CFD
TIPZ icon

Creative Financial Designs’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Creative Financial Designs’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
2026
Q2 		$35.5K Buy
678
+16
+2% +$846 ﹤0.01% 1128
2026
Q1 		$35.2K Buy
662
+2
+0.3% +$107 ﹤0.01% 1022
2025
Q4 		$34.6K Buy
660
+54
+9% +$2.89K ﹤0.01% 999
2025
Q3 		$32.6K Buy
606
+7
+1% +$374 ﹤0.01% 994
2025
Q2 		$31.9K Buy
599
+11
+2% +$581 ﹤0.01% 1003
2025
Q1 		$31.7K Buy
588
+2
+0.3% +$106 ﹤0.01% 964
2024
Q4 		$30.3K Buy
586
+5
+0.9% +$264 ﹤0.01% 951
2024
Q3 		$31.4K Buy
+581
New +$31K ﹤0.01% 916
2019
Q3 		– Sell
-16
Closed -$1K – 660
2019
Q2 		$1K Sell
16
-66
-80% -$3.85K ﹤0.01% 538
2019
Q1 		$5K Sell
82
-4,165
-98% -$236K ﹤0.01% 450
2018
Q4 		$238K Buy
4,247
+14
+0.3% +$782 0.17% 98
2018
Q3 		$240K Buy
4,233
+26
+0.6% +$1.49K 0.14% 111
2018
Q2 		$243K Buy
4,207
+115
+3% +$6.58K 0.14% 108
2018
Q1 		$236K Buy
4,092
+429
+12% +$24.6K 0.15% 105
2017
Q4 		$213K Buy
3,663
+56
+2% +$3.25K 0.14% 109
2017
Q3 		$209K Buy
3,607
+33
+0.9% +$1.91K 0.12% 135
2017
Q2 		$206K Buy
3,574
+265
+8% +$15.4K 0.13% 131
2017
Q1 		$193K Buy
3,309
+1,110
+50% +$64.2K 0.14% 135
2016
Q4 		$126K Buy
+2,199
New +$128K 0.1% 155

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Creative Financial Designs's TIPZ Position: Q2 2026 in Review

Creative Financial Designs increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 2.4% in Q2 2026, buying an estimated $846 and bringing the position to 678 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Creative Financial Designs first reported a position in TIPZ in Q4 2016 and has held it in 19 quarters since. The position peaked at $243K in Q2 2018. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Creative Financial Designs held 678 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $35.5K as of Q2 2026.
  • Creative Financial Designs bought 16 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $846.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1128 holding.
  • Creative Financial Designs first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2016 and has held it in 19 quarters since.
  • Creative Financial Designs's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $243K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.