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IHT Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

IHT Wealth Management’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
2023
Q1 		– Sell
-4,830
Closed -$261K – 1002
2022
Q4 		$261K Buy
+4,830
New +$262K 0.02% 708

Other funds holding TIPZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IHT Wealth Management's TIPZ Position: Q1 2023 in Review

IHT Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2023, closing a stake of 4,830 shares — an estimated $261K sold.

IHT Wealth Management first reported a position in TIPZ in Q4 2022 and held it in 1 quarter. The position peaked at $261K in Q4 2022. 50 funds tracked by Wall St. Rank hold TIPZ as of Q1 2023.

  • IHT Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 4,830 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $261K.
  • IHT Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • IHT Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $261K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.