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

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

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

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

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Golden State Equity Partners's TIPZ Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2026: 528 shares worth $28.1K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in TIPZ as recently as Q4 2023.

Golden State Equity Partners first reported a position in TIPZ in Q1 2022 and has held it in 6 quarters since. The position peaked at $381K in Q1 2022. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

Golden State Equity Partners held 528 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $28.1K as of Q1 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund was a new Golden State Equity Partners position in Q1 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1011 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 6 quarters since.
Golden State Equity Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $381K in Q1 2022.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.