GSB Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$295K | 0.11% | 162 |
|