Fairway Wealth’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Fairway Wealth’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 Q1	$385K	Buy	7,237 +401	+6%	+$21.4K	0.1%	56
2025 Q4	$358K	Buy	6,836 +540	+9%	+$28.9K	0.1%	56
2025 Q3	$338K	Sell	6,296 -1,174	-16%	-$62.7K	0.09%	52
2025 Q2	$398K	Sell	7,470 -142	-2%	-$7.5K	0.13%	44
2025 Q1	$411K	Buy	7,612 +902	+13%	+$47.6K	0.15%	41
2024 Q4	$348K	Buy	6,710 +1,213	+22%	+$64.1K	0.16%	45
2024 Q3	$297K	Buy	5,497 +667	+14%	+$35.6K	0.15%	45
2024 Q2	$254K	Buy	4,830 +1,582	+49%	+$82.9K	0.15%	45
2024 Q1	$173K	Buy	3,248 +628	+24%	+$33.3K	0.12%	44
2023 Q4	$140K	Buy	+2,620	New	+$136K	0.11%	42

Other funds holding TIPZ

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return

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

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

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Fairway Wealth's TIPZ Position: Q1 2026 in Review

Fairway Wealth increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 5.9% in Q1 2026, buying an estimated $21.4K and bringing the position to 7,237 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #56.

Fairway Wealth first reported a position in TIPZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $411K in Q1 2025. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

Fairway Wealth held 7,237 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $385K as of Q1 2026.
Fairway Wealth bought 401 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $21.4K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.1% of Fairway Wealth's portfolio in Q1 2026, its #56 holding.
Fairway Wealth first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Fairway Wealth's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $411K in Q1 2025.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.