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

Global Retirement 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
2026 Q2	$31.1K	Buy	+594	New	+$31.4K	﹤0.01%	2809
2025 Q4	$30.9K	Sell	589 -129	-18%	-$6.9K	﹤0.01%	2649
2025 Q3	$38.6K	Sell	718 -3	-0.4%	-$160	﹤0.01%	2048
2025 Q2	$38.4K	Buy	+721	New	+$38.1K	﹤0.01%	1922
2024 Q4	$4.62K	Hold	89	–	–	﹤0.01%	2715
2024 Q3	$4.83K	Hold	89	–	–	﹤0.01%	2578
2024 Q2	$4.69K	Hold	89	–	–	﹤0.01%	2643
2024 Q1	$4.76K	Hold	89	–	–	﹤0.01%	2417
2023 Q4	$4.75K	Hold	89	–	–	﹤0.01%	2341
2023 Q3	$4.56K	Sell	89 -21	-19%	-$1.11K	﹤0.01%	2225
2023 Q2	$5.96K	Hold	110	–	–	﹤0.01%	2140
2023 Q1	$6.09K	Buy	110 +1	+0.9%	+$55	﹤0.01%	2096
2022 Q4	$5.87K	Buy	109 +1	+0.9%	+$54	﹤0.01%	1972
2022 Q3	$6K	Buy	108 +2	+2%	+$115	﹤0.01%	1892
2022 Q2	$6K	Buy	106 +1	+1%	+$60	﹤0.01%	1842
2022 Q1	$6K	Buy	+105	New	+$6.73K	﹤0.01%	1847
2021 Q4	–	Sell	-277	Closed	-$18K	–	1643
2021 Q3	$18K	Buy	+277	New	+$18.4K	﹤0.01%	1240

Other funds holding TIPZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Global Retirement Partners's TIPZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2026: 594 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #2809 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TIPZ as recently as Q4 2025.

Global Retirement Partners first reported a position in TIPZ in Q3 2021 and has held it in 17 quarters since. The position peaked at $38.6K in Q3 2025. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

Global Retirement Partners held 594 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $31.1K as of Q2 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund was a new Global Retirement Partners position in Q2 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2809 holding.
Global Retirement Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2021 and has held it in 17 quarters since.
Global Retirement Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $38.6K in Q3 2025.
36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.