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LAM Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

LAM Group’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
Q3 		– Sell
-15
Closed -$788 – 132
2024
Q2 		$788 Sell
15
-30
-67% -$1.57K ﹤0.01% 119
2024
Q1 		$2.4K Sell
45
-15
-25% -$796 ﹤0.01% 113
2023
Q4 		$3.2K Buy
+60
New +$3.12K ﹤0.01% 102

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LAM Group's TIPZ Position: Q3 2024 in Review

LAM Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2024, closing a stake of 15 shares — an estimated $788 sold.

LAM Group first reported a position in TIPZ in Q4 2023 and held it in 3 quarters. The position peaked at $3.2K in Q4 2023. 54 funds tracked by Wall St. Rank hold TIPZ as of Q3 2024.

  • LAM Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • LAM Group sold 15 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $788.
  • LAM Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 3 quarters.
  • LAM Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $3.2K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on LAM Group's 13F filing for Q3 2024, filed 18 Oct 2024.