International Assets Investment Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

International Assets Investment 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
2024 Q4	–	Sell	-52	Closed	-$2.81K	–	1825
2024 Q3	$2.81K	Hold	52	–	–	﹤0.01%	1680
2024 Q2	$2.73K	Buy	+52	New	+$2.73K	﹤0.01%	1956

Other funds holding TIPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

International Assets Investment Management's TIPZ Position: Q4 2024 in Review

International Assets Investment Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 52 shares — an estimated $2.81K sold.

International Assets Investment Management first reported a position in TIPZ in Q2 2024 and held it in 2 quarters. The position peaked at $2.81K in Q3 2024. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

International Assets Investment Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 52 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $2.81K.
International Assets Investment Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 2 quarters.
International Assets Investment Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.81K in Q3 2024.
53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.