Graves Light Lenhart Wealth’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-200	Closed	-$12K	–	549
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	470
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	514
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	580
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	543
2021 Q2	$13K	Hold	200	–	–	﹤0.01%	538
2021 Q1	$13K	Hold	200	–	–	﹤0.01%	548
2020 Q4	$13K	Buy	+200	New	+$12.9K	﹤0.01%	535

Other funds holding TIPZ

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

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Graves Light Lenhart Wealth's TIPZ Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2022, closing a stake of 200 shares — an estimated $12K sold.

Graves Light Lenhart Wealth first reported a position in TIPZ in Q4 2020 and held it in 7 quarters. The position peaked at $13K in Q1 2022. 58 funds tracked by Wall St. Rank hold TIPZ as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 200 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $12K.
Graves Light Lenhart Wealth first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $13K in Q1 2022.
58 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.