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

New Millennium 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
2025 Q3	–	Sell	-145	Closed	-$7.72K	–	557
2025 Q2	$7.72K	Hold	145	–	–	﹤0.01%	215
2025 Q1	$7.82K	Hold	145	–	–	0.01%	224
2024 Q4	$7.51K	Hold	145	–	–	﹤0.01%	258
2024 Q3	$7.84K	Hold	145	–	–	0.01%	200
2024 Q2	$7.62K	Buy	+145	New	+$7.6K	0.01%	205
2024 Q1	–	Sell	-145	Closed	-$7.73K	–	366
2023 Q4	$7.73K	Hold	145	–	–	0.01%	222
2023 Q3	$7.51K	Hold	145	–	–	0.01%	185
2023 Q2	$7.84K	Hold	145	–	–	0.01%	186
2023 Q1	$8.09K	Hold	145	–	–	0.01%	201
2022 Q4	$7.84K	Hold	145	–	–	0.01%	212
2022 Q3	$8K	Buy	+145	New	+$8.34K	0.01%	211

Other funds holding TIPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

New Millennium Group's TIPZ Position: Q3 2025 in Review

New Millennium Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2025, closing a stake of 145 shares — an estimated $7.72K sold.

New Millennium Group first reported a position in TIPZ in Q3 2022 and held it in 11 quarters. The position peaked at $8.09K in Q1 2023. 44 funds tracked by Wall St. Rank hold TIPZ as of Q3 2025.

New Millennium Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
New Millennium Group sold 145 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $7.72K.
New Millennium Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 11 quarters.
New Millennium Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $8.09K in Q1 2023.
44 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on New Millennium Group's 13F filing for Q3 2025, filed 10 Nov 2025.