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Milestone Asset Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Milestone Asset Management’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
2025
Q2 		– Sell
-7,414
Closed -$400K – 242
2025
Q1 		$400K Buy
7,414
+212
+3% +$11.2K 0.09% 162
2024
Q4 		$373K Sell
7,202
-113
-2% -$5.97K 0.08% 187
2024
Q3 		$396K Buy
7,315
+42
+0.6% +$2.24K 0.09% 157
2024
Q2 		$382K Buy
+7,273
New +$381K 0.1% 149

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Milestone Asset Management's TIPZ Position: Q2 2025 in Review

Milestone Asset Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2025, closing a stake of 7,414 shares — an estimated $400K sold.

Milestone Asset Management first reported a position in TIPZ in Q2 2024 and held it in 4 quarters. The position peaked at $400K in Q1 2025. 45 funds tracked by Wall St. Rank hold TIPZ as of Q2 2025.

  • Milestone Asset Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Milestone Asset Management sold 7,414 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $400K.
  • Milestone Asset Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 4 quarters.
  • Milestone Asset Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $400K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.