Litman Gregory Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Litman Gregory Wealth Management’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 Q4	–	Sell	-23,598	Closed	-$1.28M	–	143
2024 Q3	$1.28M	Sell	23,598 -8,813	-27%	-$470K	0.11%	67
2024 Q2	$1.7M	Sell	32,411 -15,517	-32%	-$813K	0.15%	58
2024 Q1	$2.56M	Hold	47,928	–	–	0.23%	50
2023 Q4	$2.56M	Sell	47,928 -4,909	-9%	-$255K	0.24%	51
2023 Q3	$2.74M	Hold	52,837	–	–	0.28%	49
2023 Q2	$2.86M	Buy	+52,837	New	+$2.89M	0.36%	31
2023 Q1	–	Sell	-53,837	Closed	-$2.91M	–	90
2022 Q4	$2.91M	Buy	+53,837	New	+$2.92M	0.41%	31

Other funds holding TIPZ

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Litman Gregory Wealth Management's TIPZ Position: Q4 2024 in Review

Litman Gregory Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 23,598 shares — an estimated $1.28M sold.

Litman Gregory Wealth Management first reported a position in TIPZ in Q4 2022 and held it in 7 quarters. The position peaked at $2.91M in Q4 2022. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

Litman Gregory Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Litman Gregory Wealth Management sold 23,598 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $1.28M.
Litman Gregory Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 7 quarters.
Litman Gregory Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.91M in Q4 2022.
53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.