Morgan Stanley
TIPZ icon

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

Morgan Stanley’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 		$1.61M Sell
30,373
-4,498
-13% -$240K ﹤0.01% 4887
2025
Q4 		$1.83M Buy
34,871
+696
+2% +$37.2K ﹤0.01% 4874
2025
Q3 		$1.84M Buy
34,175
+10,274
+43% +$549K ﹤0.01% 4842
2025
Q2 		$1.27M Sell
23,901
-178
-0.7% -$9.4K ﹤0.01% 4986
2025
Q1 		$1.3M Sell
24,079
-560
-2% -$29.6K ﹤0.01% 4876
2024
Q4 		$1.28M Sell
24,639
-2,917
-11% -$154K ﹤0.01% 4964
2024
Q3 		$1.49M Sell
27,556
-2,493
-8% -$133K ﹤0.01% 4814
2024
Q2 		$1.58M Sell
30,049
-9,841
-25% -$516K ﹤0.01% 4705
2024
Q1 		$2.13M Sell
39,890
-49,670
-55% -$2.64M ﹤0.01% 4536
2023
Q4 		$4.78M Buy
89,560
+45,592
+104% +$2.37M ﹤0.01% 4402
2023
Q3 		$2.28M Sell
43,968
-3,558
-7% -$188K ﹤0.01% 4308
2023
Q2 		$2.57M Sell
47,526
-9,901
-17% -$542K ﹤0.01% 4258
2023
Q1 		$3.2M Buy
57,427
+277
+0.5% +$15.2K ﹤0.01% 4133
2022
Q4 		$3.09M Sell
57,150
-30,847
-35% -$1.67M ﹤0.01% 4147
2022
Q3 		$4.68M Buy
87,997
+5,342
+6% +$307K ﹤0.01% 3754
2022
Q2 		$4.76M Buy
82,655
+24,551
+42% +$1.48M ﹤0.01% 3815
2022
Q1 		$3.68M Sell
58,104
-3,471
-6% -$222K ﹤0.01% 4007
2021
Q4 		$4.07M Buy
61,575
+15,870
+35% +$1.05M ﹤0.01% 3934
2021
Q3 		$3M Buy
45,705
+32,929
+258% +$2.18M ﹤0.01% 4230
2021
Q2 		$840K Buy
12,776
+3,361
+36% +$219K ﹤0.01% 5190
2021
Q1 		$604K Sell
9,415
-13,710
-59% -$889K ﹤0.01% 5047
2020
Q4 		$1.51M Buy
23,125
+12,194
+112% +$789K ﹤0.01% 4389
2020
Q3 		$709K Buy
10,931
+52
+0.5% +$3.36K ﹤0.01% 4443
2020
Q2 		$688K Sell
10,879
-2,413
-18% -$151K ﹤0.01% 4423
2020
Q1 		$809K Buy
13,292
+627
+5% +$38K ﹤0.01% 4099
2019
Q4 		$758K Buy
12,665
+4,014
+46% +$240K ﹤0.01% 4696
2019
Q3 		$519K Buy
8,651
+3,343
+63% +$200K ﹤0.01% 4669
2019
Q2 		$316K Sell
5,308
-1,739
-25% -$101K ﹤0.01% 4826
2019
Q1 		$407K Sell
7,047
-920
-12% -$52.2K ﹤0.01% 4677
2018
Q4 		$446K Buy
7,967
+2,550
+47% +$142K ﹤0.01% 4854
2018
Q3 		$306K Sell
5,417
-830
-13% -$47.4K ﹤0.01% 5256
2018
Q2 		$361K Sell
6,247
-17,931
-74% -$1.03M ﹤0.01% 5285
2018
Q1 		$1.39M Buy
24,178
+2,052
+9% +$118K ﹤0.01% 4312
2017
Q4 		$1.29M Buy
22,126
+16,557
+297% +$960K ﹤0.01% 4373
2017
Q3 		$322K Sell
5,569
-742
-12% -$43K ﹤0.01% 5127
2017
Q2 		$365K Sell
6,311
-1,078
-15% -$62.5K ﹤0.01% 4991
2017
Q1 		$430K Sell
7,389
-3,577
-33% -$207K ﹤0.01% 4929
2016
Q4 		$630K Buy
10,966
+4,460
+69% +$259K ﹤0.01% 4780
2016
Q3 		$386K Buy
6,506
+655
+11% +$38.7K ﹤0.01% 4674
2016
Q2 		$345K Sell
5,851
-2,569
-31% -$149K ﹤0.01% 4637
2016
Q1 		$488K Sell
8,420
-336
-4% -$19K ﹤0.01% 4461
2015
Q4 		$483K Sell
8,756
-15,058
-63% -$841K ﹤0.01% 4571
2015
Q3 		$1.33M Sell
23,814
-5,572
-19% -$314K ﹤0.01% 3871
2015
Q2 		$1.67M Buy
29,386
+9,859
+50% +$565K ﹤0.01% 3779
2015
Q1 		$1.13M Buy
19,527
+8,200
+72% +$472K ﹤0.01% 4038
2014
Q4 		$645K Buy
11,327
+5,230
+86% +$299K ﹤0.01% 4491
2014
Q3 		$345K Buy
6,097
+316
+5% +$18.3K ﹤0.01% 4814
2014
Q2 		$336K Buy
5,781
+1,060
+22% +$60.8K ﹤0.01% 4875
2014
Q1 		$266K Sell
4,721
-6,955
-60% -$390K ﹤0.01% 4953
2013
Q4 		$644K Buy
11,676
+5,578
+91% +$313K ﹤0.01% 4267
2013
Q3 		$344K Sell
6,098
-5,796
-49% -$326K ﹤0.01% 4584
2013
Q2 		$670K Buy
+11,894
New +$709K ﹤0.01% 4045

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Morgan Stanley's TIPZ Position: Q1 2026 in Review

Morgan Stanley reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 13% in Q1 2026, selling an estimated $240K and leaving 30,373 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #4887.

Morgan Stanley first reported a position in TIPZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.78M in Q4 2023. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • Morgan Stanley held 30,373 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $1.61M as of Q1 2026.
  • Morgan Stanley sold 4,498 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $240K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4887 holding.
  • Morgan Stanley first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $4.78M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.