LPL Financial
TIPZ icon

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

LPL Financial’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
2026
Q1 		$7.72M Buy
145,267
+8,214
+6% +$438K ﹤0.01% 2228
2025
Q4 		$7.18M Buy
137,053
+82,977
+153% +$4.44M ﹤0.01% 2228
2025
Q3 		$2.91M Buy
54,076
+14,886
+38% +$795K ﹤0.01% 2974
2025
Q2 		$2.09M Sell
39,190
-41,335
-51% -$2.18M ﹤0.01% 3084
2025
Q1 		$4.34M Buy
80,525
+42,315
+111% +$2.23M ﹤0.01% 2264
2024
Q4 		$1.98M Buy
38,210
+1,654
+5% +$87.4K ﹤0.01% 2867
2024
Q3 		$1.98M Buy
36,556
+3,617
+11% +$193K ﹤0.01% 2747
2024
Q2 		$1.73M Sell
32,939
-5,090
-13% -$267K ﹤0.01% 2738
2024
Q1 		$2.03M Sell
38,029
-7,378
-16% -$391K ﹤0.01% 2530
2023
Q4 		$2.42M Sell
45,407
-3,747
-8% -$195K ﹤0.01% 2257
2023
Q3 		$2.54M Sell
49,154
-24,784
-34% -$1.31M ﹤0.01% 2106
2023
Q2 		$4M Sell
73,938
-15,577
-17% -$853K ﹤0.01% 1718
2023
Q1 		$4.99M Sell
89,515
-5,224
-6% -$286K ﹤0.01% 1510
2022
Q4 		$5.12M Buy
94,739
+8,401
+10% +$456K ﹤0.01% 1432
2022
Q3 		$4.59M Sell
86,338
-74,257
-46% -$4.27M ﹤0.01% 1441
2022
Q2 		$9.24M Buy
160,595
+59,526
+59% +$3.58M 0.01% 1008
2022
Q1 		$6.4M Sell
101,069
-14,885
-13% -$954K 0.01% 1288
2021
Q4 		$7.66M Buy
115,954
+52,635
+83% +$3.49M 0.01% 1179
2021
Q3 		$4.16M Buy
63,319
+15,755
+33% +$1.04M ﹤0.01% 1521
2021
Q2 		$3.13M Buy
47,564
+10,580
+29% +$689K ﹤0.01% 1658
2021
Q1 		$2.37M Buy
36,984
+2,530
+7% +$164K ﹤0.01% 1720
2020
Q4 		$2.25M Buy
34,454
+11,318
+49% +$732K ﹤0.01% 1600
2020
Q3 		$1.5M Buy
23,136
+4,394
+23% +$284K ﹤0.01% 1629
2020
Q2 		$1.19M Sell
18,742
-369
-2% -$23.1K ﹤0.01% 1700
2020
Q1 		$1.16M Buy
19,111
+3,014
+19% +$183K ﹤0.01% 1518
2019
Q4 		$964K Sell
16,097
-444
-3% -$26.6K ﹤0.01% 1867
2019
Q3 		$993K Sell
16,541
-1,084
-6% -$64.9K ﹤0.01% 1750
2019
Q2 		$1.05M Sell
17,625
-3,108
-15% -$181K ﹤0.01% 1695
2019
Q1 		$1.2M Buy
20,733
+1,389
+7% +$78.8K ﹤0.01% 1536
2018
Q4 		$1.08M Sell
19,344
-1,435
-7% -$80.2K ﹤0.01% 1472
2018
Q3 		$1.18M Buy
20,779
+1
+0% +$57 ﹤0.01% 1555
2018
Q2 		$1.2M Sell
20,778
-4
-0% -$229 ﹤0.01% 1504
2018
Q1 		$1.2M Sell
20,782
-20
-0.1% -$1.15K ﹤0.01% 1474
2017
Q4 		$1.21M Buy
20,802
+356
+2% +$20.6K ﹤0.01% 1391
2017
Q3 		$1.18M Sell
20,446
-903
-4% -$52.3K ﹤0.01% 1319
2017
Q2 		$1.23M Sell
21,349
-14,860
-41% -$862K ﹤0.01% 1242
2017
Q1 		$2.11M Sell
36,209
-5,658
-14% -$327K 0.01% 806
2016
Q4 		$2.41M Buy
41,867
+18,404
+78% +$1.07M 0.02% 709
2016
Q3 		$1.39M Buy
23,463
+1,445
+7% +$85.4K 0.01% 972
2016
Q2 		$1.32M Sell
22,018
-9,340
-30% -$543K 0.01% 997
2016
Q1 		$1.82M Sell
31,358
-14,400
-31% -$813K 0.01% 1257
2015
Q4 		$2.54M Buy
45,758
+18,890
+70% +$1.05M 0.01% 1022
2015
Q3 		$1.51M Sell
26,868
-13,884
-34% -$783K 0.01% 981
2015
Q2 		$2.32M Buy
40,752
+1,189
+3% +$68.2K 0.01% 836
2015
Q1 		$2.3M Buy
39,563
+6,964
+21% +$401K 0.01% 849
2014
Q4 		$1.86M Buy
32,599
+3,083
+10% +$176K 0.01% 931
2014
Q3 		$1.69M Buy
29,516
+271
+0.9% +$15.7K 0.01% 950
2014
Q2 		$1.7M Sell
29,245
-2,659
-8% -$153K 0.01% 984
2014
Q1 		$1.79M Sell
31,904
-797
-2% -$44.7K 0.01% 901
2013
Q4 		$1.8M Sell
32,701
-69
-0.2% -$3.87K 0.01% 882
2013
Q3 		$1.84M Buy
32,770
+5,621
+21% +$316K 0.01% 833
2013
Q2 		$1.53M Buy
+27,149
New +$1.62M 0.01% 869

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial's TIPZ Position: Q1 2026 in Review

LPL Financial increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 6% in Q1 2026, buying an estimated $438K and bringing the position to 145,267 shares worth $7.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

LPL Financial first reported a position in TIPZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.24M in Q2 2022. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • LPL Financial held 145,267 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $7.72M as of Q1 2026.
  • LPL Financial bought 8,214 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $438K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2228 holding.
  • LPL Financial first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $9.24M in Q2 2022.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.