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Money Concepts Capital’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-409
Closed -$22.1K – 2659
2022
Q4 		$22.1K Buy
+409
New +$22.2K ﹤0.01% 1629
2022
Q2 		– Sell
-256
Closed -$16K – 2521
2022
Q1 		$16K Buy
+256
New +$16.4K ﹤0.01% 1722

Other funds holding TIPZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Money Concepts Capital's TIPZ Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2023, closing a stake of 409 shares — an estimated $22.1K sold.

Money Concepts Capital first reported a position in TIPZ in Q1 2022 and held it in 2 quarters. The position peaked at $22.1K in Q4 2022. 50 funds tracked by Wall St. Rank hold TIPZ as of Q1 2023.

  • Money Concepts Capital reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 409 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $22.1K.
  • Money Concepts Capital first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $22.1K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.