Golden State Equity Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Golden State Equity 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	$24.4K	Sell	467 -61	-12%	-$3.23K	0.07%	164
2026 Q1	$28.1K	Buy	+528	New	+$28.1K	﹤0.01%	1011
2023 Q4	$308K	Sell	5,782 -155	-3%	-$8.06K	0.07%	276
2023 Q3	$307K	Buy	5,937 +198	+3%	+$10.5K	0.09%	252
2023 Q2	$310K	Buy	5,739 +243	+4%	+$13.3K	0.09%	260
2023 Q1	$307K	Buy	+5,496	New	+$301K	0.17%	144
2022 Q1	$381K	Buy	+6,011	New	+$385K	0.19%	129

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

Golden State Equity Partners's TIPZ Position: Q2 2026 in Review

Golden State Equity Partners reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 12% in Q2 2026, selling an estimated $3.23K and leaving 467 shares worth $24.4K. The position accounts for 0.07% of the portfolio, ranked #164.

Golden State Equity Partners first reported a position in TIPZ in Q1 2022 and has held it in 7 quarters since. The position peaked at $381K in Q1 2022. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

Golden State Equity Partners held 467 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $24.4K as of Q2 2026.
Golden State Equity Partners sold 61 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $3.23K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.07% of Golden State Equity Partners's portfolio in Q2 2026, its #164 holding.
Golden State Equity Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 7 quarters since.
Golden State Equity Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $381K in Q1 2022.
36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.