NewEdge Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

NewEdge Advisors’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	$281K	Sell	5,280 -75	-1%	-$4K	﹤0.01%	2391
2025 Q4	$280K	Sell	5,355 -911	-15%	-$48.7K	﹤0.01%	2350
2025 Q3	$337K	Sell	6,266 -285	-4%	-$15.2K	﹤0.01%	2093
2025 Q2	$349K	Sell	6,551 -28,796	-81%	-$1.52M	﹤0.01%	1927
2025 Q1	$1.91M	Buy	35,347 +21,264	+151%	+$1.12M	0.01%	887
2024 Q4	$730K	Buy	14,083 +3,687	+35%	+$195K	﹤0.01%	1333
2024 Q3	$562K	Buy	10,396 +9,082	+691%	+$484K	﹤0.01%	1408
2024 Q2	$69K	Buy	1,314 +472	+56%	+$24.7K	﹤0.01%	2229
2024 Q1	$44.9K	Buy	+842	New	+$44.7K	﹤0.01%	2350
2023 Q1	–	Sell	-2,648	Closed	-$143K	–	4101
2022 Q4	$143K	Buy	+2,648	New	+$144K	﹤0.01%	1304

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

NewEdge Advisors's TIPZ Position: Q1 2026 in Review

NewEdge Advisors reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 1.4% in Q1 2026, selling an estimated $4K and leaving 5,280 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

NewEdge Advisors first reported a position in TIPZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.91M in Q1 2025. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

NewEdge Advisors held 5,280 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $281K as of Q1 2026.
NewEdge Advisors sold 75 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $4K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2391 holding.
NewEdge Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.91M in Q1 2025.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.