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

Kelly Financial Services’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
2022 Q1	–	Sell	-78	Closed	-$5.14K	–	706
2021 Q4	$5.14K	Buy	+78	New	+$5.17K	﹤0.01%	438

Other funds holding TIPZ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kelly Financial Services's TIPZ Position: Q1 2022 in Review

Kelly Financial Services sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2022, closing a stake of 78 shares — an estimated $5.14K sold.

Kelly Financial Services first reported a position in TIPZ in Q4 2021 and held it in 1 quarter. The position peaked at $5.14K in Q4 2021. 56 funds tracked by Wall St. Rank hold TIPZ as of Q1 2022.

Kelly Financial Services reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Kelly Financial Services sold 78 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $5.14K.
Kelly Financial Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
Kelly Financial Services's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $5.14K in Q4 2021.
56 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.