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Disciplined Investments’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Disciplined Investments’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
2021
Q4 		– Sell
-172
Closed -$11K – 502
2021
Q3 		$11K Hold
172
– – 0.01% 304
2021
Q2 		$11K Buy
+172
New +$11.2K 0.01% 301

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Disciplined Investments's TIPZ Position: Q4 2021 in Review

Disciplined Investments sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2021, closing a stake of 172 shares — an estimated $11K sold.

Disciplined Investments first reported a position in TIPZ in Q2 2021 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 51 funds tracked by Wall St. Rank hold TIPZ as of Q4 2021.

  • Disciplined Investments reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Disciplined Investments sold 172 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2021, an estimated $11K.
  • Disciplined Investments first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
  • Disciplined Investments's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $11K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2021.

Based on Disciplined Investments's 13F filing for Q4 2021, filed 20 Jan 2022.