Laurel Wealth Advisors (California)’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Laurel Wealth Advisors (California)’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	-6,067	Closed	-$401K	–	803
2021 Q4	$401K	Buy	6,067 +2,328	+62%	+$154K	0.03%	533
2021 Q3	$245K	Sell	3,739 -40	-1%	-$2.65K	0.05%	390
2021 Q2	$248K	Buy	+3,779	New	+$246K	0.03%	448

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

Laurel Wealth Advisors (California)'s TIPZ Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2022, closing a stake of 6,067 shares — an estimated $401K sold.

Laurel Wealth Advisors (California) first reported a position in TIPZ in Q2 2021 and held it in 3 quarters. The position peaked at $401K in Q4 2021. 56 funds tracked by Wall St. Rank hold TIPZ as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 6,067 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $401K.
Laurel Wealth Advisors (California) first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2021 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $401K 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 Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.