IFP Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $162K | Buy |
3,276
+111
| +4% | +$5.66K | ﹤0.01% | 1668 |
|
|
2026
Q2 | $166K | Hold |
3,165
| – | – | ﹤0.01% | 1646 |
|
|
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% | +$5.1K | 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
IFP Advisors's TIPZ Position: Q3 2026 in Review
IFP Advisors increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 3.5% in Q3 2026, buying an estimated $5.66K and bringing the position to 3,276 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.
IFP Advisors first reported a position in TIPZ in Q4 2015 and has held it in 27 quarters since. The position peaked at $719K in Q4 2021. 3 funds tracked by Wall St. Rank hold TIPZ as of Q3 2026.
- IFP Advisors held 3,276 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $162K as of Q3 2026.
- IFP Advisors bought 111 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $5.66K.
- PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1668 holding.
- IFP Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2015 and has held it in 27 quarters since.
- IFP Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $719K in Q4 2021.
- 3 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.