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

Mariner’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	$319K	Hold	6,000	–	–	﹤0.01%	2810
2025 Q4	$314K	Hold	6,000	–	–	﹤0.01%	2796
2025 Q3	$322K	Hold	6,000	–	–	﹤0.01%	2749
2025 Q2	$320K	Hold	6,000	–	–	﹤0.01%	2682
2025 Q1	$324K	Hold	6,000	–	–	﹤0.01%	2562
2024 Q4	$311K	Hold	6,000	–	–	﹤0.01%	2592
2024 Q3	$325K	Hold	6,000	–	–	﹤0.01%	2506
2024 Q2	$315K	Buy	+6,000	New	+$315K	﹤0.01%	2413

Other funds holding TIPZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mariner's TIPZ Position: Q1 2026 in Review

Mariner held its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) position steady in Q1 2026 at 6,000 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Mariner first reported a position in TIPZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2024. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

Mariner held 6,000 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $319K as of Q1 2026.
Mariner left its PIMCO Broad US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2810 holding.
Mariner first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
Mariner's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $325K in Q3 2024.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.