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IFP Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

IFP Advisors’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 		$168K Buy
3,165
+572
+22% +$30.5K ﹤0.01% 1491
2025
Q4 		$136K Buy
2,593
+126
+5% +$6.74K ﹤0.01% 1593
2025
Q3 		$133K Buy
2,467
+2,267
+1,134% +$121K ﹤0.01% 1509
2025
Q2 		$10.7K Buy
+200
New +$10.6K ﹤0.01% 2876
2023
Q4 		– Sell
-750
Closed -$38.8K – 3340
2023
Q3 		$38.8K Hold
750
– – ﹤0.01% 1658
2023
Q2 		$40.6K Sell
750
-200
-21% -$10.9K ﹤0.01% 1701
2023
Q1 		$54.2K Sell
950
-5,235
-85% -$287K ﹤0.01% 1533
2022
Q4 		$353K Sell
6,185
-4,672
-43% -$254K 0.01% 1065
2022
Q3 		$619K Buy
10,857
+110
+1% +$6.33K 0.02% 827
2022
Q2 		$613K Hold
10,747
– – 0.02% 756
2022
Q1 		$613K Sell
10,747
-141
-1% -$9.04K 0.02% 756
2021
Q4 		$719K Buy
10,888
+357
+3% +$23.7K 0.01% 481
2021
Q3 		$690K Buy
10,531
+77
+0.7% +$5.11K 0.01% 496
2021
Q2 		$686K Buy
10,454
+38
+0.4% +$2.47K 0.01% 461
2021
Q1 		$669K Buy
10,416
+5,815
+126% +$377K 0.01% 448
2020
Q4 		$300K Buy
4,601
+1,601
+53% +$104K 0.01% 662
2020
Q3 		$193K Buy
3,000
+500
+20% +$32.3K 0.01% 719
2020
Q2 		$159K Hold
2,500
– – 0.01% 756
2020
Q1 		$153K Hold
2,500
– – 0.02% 666
2019
Q4 		$150K Buy
2,500
+1,600
+178% +$95.7K 0.01% 762
2019
Q3 		$54K Buy
+900
New +$53.9K ﹤0.01% 1338
2019
Q1 		– Sell
-300
Closed -$17K – 3348
2018
Q4 		$17K Hold
300
– – ﹤0.01% 2221
2018
Q3 		$17K Buy
+300
New +$17.1K ﹤0.01% 2554
2016
Q3 		– Sell
-235
Closed -$14K – 4039
2016
Q2 		$14K Buy
+235
New +$13.7K ﹤0.01% 2589
2016
Q1 		– Sell
-235
Closed -$13K – 3354
2015
Q4 		$13K Buy
+235
New +$13.1K ﹤0.01% 2442

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

IFP Advisors's TIPZ Position: Q1 2026 in Review

IFP Advisors increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 22% in Q1 2026, buying an estimated $30.5K and bringing the position to 3,165 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

IFP Advisors first reported a position in TIPZ in Q4 2015 and has held it in 25 quarters since. The position peaked at $719K in Q4 2021. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • IFP Advisors held 3,165 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $168K as of Q1 2026.
  • IFP Advisors bought 572 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $30.5K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1491 holding.
  • IFP Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $719K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.