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

Maridea Wealth Management’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,488
Closed -$296K – 312
2025
Q1 		$296K Sell
5,488
-12
-0.2% -$647 0.1% 180
2024
Q4 		$285K Buy
+5,500
New +$285K 0.09% 182