McIlrath & Eck’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

McIlrath & Eck’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	$12.2K	Buy	229 +38	+20%	+$2.03K	﹤0.01%	986
2025 Q4	$10K	Hold	191	–	–	﹤0.01%	652
2025 Q3	$10.3K	Sell	191 -38	-17%	-$2.03K	﹤0.01%	621
2025 Q2	$12.2K	Hold	229	–	–	﹤0.01%	563
2025 Q1	$12.4K	Hold	229	–	–	﹤0.01%	574
2024 Q4	$11.9K	Hold	229	–	–	﹤0.01%	592
2024 Q3	$12.4K	Hold	229	–	–	﹤0.01%	583
2024 Q2	$12K	Hold	229	–	–	﹤0.01%	566
2024 Q1	$12.2K	Hold	229	–	–	﹤0.01%	564
2023 Q4	$12.2K	Hold	229	–	–	﹤0.01%	518
2023 Q3	$11.9K	Hold	229	–	–	﹤0.01%	517
2023 Q2	$12.4K	Hold	229	–	–	﹤0.01%	524
2023 Q1	$12.8K	Hold	229	–	–	﹤0.01%	503
2022 Q4	$12.4K	Hold	229	–	–	﹤0.01%	496
2022 Q3	$12K	Sell	229 -339	-60%	-$19.5K	﹤0.01%	499
2022 Q2	$33K	Hold	568	–	–	0.01%	300
2022 Q1	$36K	Hold	568	–	–	0.01%	297
2021 Q4	$38K	Buy	+568	New	+$37.6K	0.01%	285

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

McIlrath & Eck's TIPZ Position: Q1 2026 in Review

McIlrath & Eck increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 20% in Q1 2026, buying an estimated $2.03K and bringing the position to 229 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

McIlrath & Eck first reported a position in TIPZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $38K in Q4 2021. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

McIlrath & Eck held 229 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $12.2K as of Q1 2026.
McIlrath & Eck bought 38 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $2.03K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #986 holding.
McIlrath & Eck first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 18 quarters since.
McIlrath & Eck's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $38K in Q4 2021.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.