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 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	Sell	38,459 -3,380	-8%	-$178K	1.4%	17
2024 Q4	$2.17M	Buy	41,839 +37,159	+794%	+$1.96M	0.69%	37
2024 Q3	$253K	Buy	+4,680	New	+$250K	0.16%	107

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Hara Capital's TIPZ Position: Q1 2026 in Review

Hara Capital reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 5.3% in Q1 2026, selling an estimated $69.1K and leaving 23,341 shares worth $1.24M. The position accounts for 0.62% of the portfolio, ranked #38.

Hara Capital first reported a position in TIPZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2024. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

Hara Capital held 23,341 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $1.24M as of Q1 2026.
Hara Capital sold 1,296 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $69.1K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.62% of Hara Capital's portfolio in Q1 2026, its #38 holding.
Hara Capital first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
Hara Capital's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.17M in Q4 2024.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Hara Capital's 13F filing for Q1 2026, filed 14 May 2026.