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
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 $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

Jones Financial Companies's TIPZ Position: Q1 2026 in Review

Jones Financial Companies increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 16% in Q1 2026, buying an estimated $41.7K and bringing the position to 5,528 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Jones Financial Companies first reported a position in TIPZ in Q2 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • Jones Financial Companies held 5,528 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $292K as of Q1 2026.
  • Jones Financial Companies bought 782 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $41.7K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2254 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 8 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.