GSB Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

GSB Wealth Management’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
2024 Q4	–	Sell	-5,450	Closed	-$295K	–	238
2024 Q3	$295K	Hold	5,450	–	–	0.08%	182
2024 Q2	$286K	Hold	5,450	–	–	0.08%	182
2024 Q1	$291K	Hold	5,450	–	–	0.08%	180
2023 Q4	$291K	Hold	5,450	–	–	0.09%	170
2023 Q3	$282K	Hold	5,450	–	–	0.09%	161
2023 Q2	$295K	Hold	5,450	–	–	0.1%	167
2023 Q1	$304K	Hold	5,450	–	–	0.1%	164
2022 Q4	$295K	Buy	+5,450	New	+$296K	0.11%	162

Other funds holding TIPZ

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

GSB Wealth Management's TIPZ Position: Q4 2024 in Review

GSB Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 5,450 shares — an estimated $295K sold.

GSB Wealth Management first reported a position in TIPZ in Q4 2022 and held it in 8 quarters. The position peaked at $304K in Q1 2023. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

GSB Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
GSB Wealth Management sold 5,450 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $295K.
GSB Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 8 quarters.
GSB Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $304K in Q1 2023.
53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on GSB Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.