Hara Capital’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Hara Capital’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	$1.11M	Sell	21,174 -2,167	-9%	-$115K	0.58%	47
2026 Q1	$1.24M	Sell	23,341 -1,296	-5%	-$69.1K	0.62%	38
2025 Q4	$1.3M	Sell	24,637 -4,500	-15%	-$241K	0.72%	31
2025 Q3	$1.57M	Sell	29,137 -9,322	-24%	-$498K	0.92%	24
2025 Q2	$2.05M	Hold	38,459	–	–	1.27%	18
2025 Q1	$2.07M	Buy	38,459 +21,022	+121%	+$1.11M	1.4%	17
2024 Q4	$904K	Buy	17,437 +12,757	+273%	+$674K	0.57%	39
2024 Q3	$253K	Buy	+4,680	New	+$250K	0.16%	107

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

Hara Capital's TIPZ Position: Q2 2026 in Review

Hara Capital reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 9.3% in Q2 2026, selling an estimated $115K and leaving 21,174 shares worth $1.11M. The position accounts for 0.58% of the portfolio, ranked #47.

Hara Capital first reported a position in TIPZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q1 2025. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

Hara Capital held 21,174 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $1.11M as of Q2 2026.
Hara Capital sold 2,167 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $115K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.58% of Hara Capital's portfolio in Q2 2026, its #47 holding.
Hara Capital first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Hara Capital's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.07M in Q1 2025.
36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.