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Fiduciary Trust’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Fiduciary Trust’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 		$1.06M Buy
20,000
+6,000
+43% +$320K 0.01% 404
2025
Q4 		$733K Buy
+14,000
New +$749K 0.01% 477

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
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
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Fiduciary Trust's TIPZ Position: Q1 2026 in Review

Fiduciary Trust increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 43% in Q1 2026, buying an estimated $320K and bringing the position to 20,000 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #404.

Fiduciary Trust first reported a position in TIPZ in Q4 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • Fiduciary Trust held 20,000 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $1.06M as of Q1 2026.
  • Fiduciary Trust bought 6,000 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $320K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #404 holding.
  • Fiduciary Trust first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.