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

Curran Financial Partners’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
2023 Q1	–	Sell	-15,855	Closed	-$857K	–	71
2022 Q4	$857K	Sell	15,855 -1,583	-9%	-$85.9K	0.41%	44
2022 Q3	$928K	Sell	17,438 -988	-5%	-$56.8K	0.47%	32
2022 Q2	$1.06M	Sell	18,426 -4,850	-21%	-$292K	0.5%	34
2022 Q1	$1.47M	Buy	23,276 +10,748	+86%	+$689K	0.61%	42
2021 Q4	$827K	Buy	+12,528	New	+$830K	0.35%	44

Other funds holding TIPZ

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Curran Financial Partners's TIPZ Position: Q1 2023 in Review

Curran Financial Partners sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2023, closing a stake of 15,855 shares — an estimated $857K sold.

Curran Financial Partners first reported a position in TIPZ in Q4 2021 and held it in 5 quarters. The position peaked at $1.47M in Q1 2022. 50 funds tracked by Wall St. Rank hold TIPZ as of Q1 2023.

Curran Financial Partners reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Curran Financial Partners sold 15,855 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $857K.
Curran Financial Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 5 quarters.
Curran Financial Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.47M in Q1 2022.
50 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Curran Financial Partners's 13F filing for Q1 2023, filed 2 May 2023.