Jones Financial Companies
TIPZ icon

Jones Financial Companies’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Jones Financial Companies’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
Q2 		$320K Buy
6,108
+580
+10% +$30.7K ﹤0.01% 2393
2026
Q1 		$292K Buy
5,528
+782
+16% +$41.7K ﹤0.01% 2254
2025
Q4 		$249K Buy
4,746
+1,825
+62% +$97.6K ﹤0.01% 1811
2025
Q3 		$157K Buy
2,921
+1,790
+158% +$95.6K ﹤0.01% 1887
2025
Q2 		$60.1K Sell
1,131
-1,404
-55% -$74.1K ﹤0.01% 2147
2025
Q1 		$136K Buy
2,535
+284
+13% +$15K ﹤0.01% 1644
2024
Q4 		$117K Buy
2,251
+2,026
+900% +$107K ﹤0.01% 1568
2024
Q3 		$12.2K Sell
225
-100
-31% -$5.33K ﹤0.01% 2151
2024
Q2 		$17.1K Buy
+325
New +$17K ﹤0.01% 1587

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Jones Financial Companies's TIPZ Position: Q2 2026 in Review

Jones Financial Companies increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 10% in Q2 2026, buying an estimated $30.7K and bringing the position to 6,108 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Jones Financial Companies first reported a position in TIPZ in Q2 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Jones Financial Companies held 6,108 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $320K as of Q2 2026.
  • Jones Financial Companies bought 580 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $30.7K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2393 holding.
  • Jones Financial Companies first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.