GeoWealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

GeoWealth Management’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
2025 Q1	–	Sell	-20,317	Closed	-$1.05M	–	1734
2024 Q4	$1.05M	Sell	20,317 -1,463	-7%	-$77.3K	0.03%	283
2024 Q3	$1.18M	Buy	21,780 +568	+3%	+$30.3K	0.04%	271
2024 Q2	$1.11M	Buy	21,212 +2,150	+11%	+$113K	0.05%	245
2024 Q1	$1.02M	Buy	19,062 +7,071	+59%	+$375K	0.04%	292
2023 Q4	$639K	Sell	11,991 -1,255	-9%	-$65.3K	0.05%	286
2023 Q3	$687K	Sell	13,246 -4,395	-25%	-$233K	0.08%	176
2023 Q2	$954K	Sell	17,641 -839	-5%	-$45.9K	0.1%	125
2023 Q1	$1.03M	Buy	18,480 +12,094	+189%	+$663K	0.12%	98
2022 Q4	$346K	Buy	6,386 +2,155	+51%	+$117K	0.04%	176
2022 Q3	$225K	Buy	+4,231	New	+$243K	0.02%	224

Other funds holding TIPZ

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

OIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

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

GeoWealth Management's TIPZ Position: Q1 2025 in Review

GeoWealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2025, closing a stake of 20,317 shares — an estimated $1.05M sold.

GeoWealth Management first reported a position in TIPZ in Q3 2022 and held it in 10 quarters. The position peaked at $1.18M in Q3 2024. 49 funds tracked by Wall St. Rank hold TIPZ as of Q1 2025.

GeoWealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 20,317 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $1.05M.
GeoWealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 10 quarters.
GeoWealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.18M in Q3 2024.
49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.