LMG Wealth Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

LMG Wealth Partners’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	-5,612	Closed	-$304K	–	135
2024 Q3	$304K	Sell	5,612 -182	-3%	-$9.7K	0.07%	105
2024 Q2	$304K	Sell	5,794 -1,232	-18%	-$64.6K	0.08%	102
2024 Q1	$375K	Hold	7,026	–	–	0.09%	99
2023 Q4	$375K	Sell	7,026 -93,294	-93%	-$4.85M	0.1%	80
2023 Q3	$5.19M	Buy	100,320 +12,096	+14%	+$640K	1.58%	23
2023 Q2	$4.77M	Buy	88,224 +2,114	+2%	+$116K	1.46%	28
2023 Q1	$4.8M	Buy	86,110 +5,257	+7%	+$288K	1.55%	23
2022 Q4	$4.42M	Buy	+80,853	New	+$4.39M	1.46%	29

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 $2.27B AUM 18.34% 1-Year Est. Return

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

LMG Wealth Partners's TIPZ Position: Q4 2024 in Review

LMG Wealth Partners sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 5,612 shares — an estimated $304K sold.

LMG Wealth Partners first reported a position in TIPZ in Q4 2022 and held it in 8 quarters. The position peaked at $5.19M in Q3 2023. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

LMG Wealth Partners reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
LMG Wealth Partners sold 5,612 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $304K.
LMG Wealth Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 8 quarters.
LMG Wealth Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $5.19M in Q3 2023.
53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on LMG Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.