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
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 $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

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

OCM

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

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

Global Retirement Partners's TIPZ Position: Q4 2025 in Review

Global Retirement Partners reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 18% in Q4 2025, selling an estimated $6.9K and leaving 589 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Global Retirement Partners first reported a position in TIPZ in Q3 2021 and has held it in 16 quarters since. The position peaked at $38.6K in Q3 2025. 39 funds tracked by Wall St. Rank hold TIPZ as of Q4 2025.

Global Retirement Partners held 589 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $30.9K as of Q4 2025.
Global Retirement Partners sold 129 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $6.9K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2649 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 16 quarters since.
Global Retirement Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $38.6K in Q3 2025.
39 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.