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

Mather Group’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
Q3 		– Sell
-1
Closed -$53 – 2169
2024
Q2 		$53 Buy
+1
New +$52 ﹤0.01% 2166

Other funds holding TIPZ

Bank of America
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mather Group's TIPZ Position: Q3 2024 in Review

Mather Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2024, closing a stake of 1 share — an estimated $53 sold.

Mather Group first reported a position in TIPZ in Q2 2024 and held it in 1 quarter. The position peaked at $53 in Q2 2024. 54 funds tracked by Wall St. Rank hold TIPZ as of Q3 2024.

  • Mather Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 1 PIMCO Broad US TIPS Index Exchange-Traded Fund share in Q3 2024, an estimated $53.
  • Mather Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $53 in Q2 2024.
  • 54 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.