NWF Advisory Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

NWF Advisory Services’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
2024 Q4	–	Sell	-11,592	Closed	-$627K	–	414
2024 Q3	$627K	Buy	11,592 +118	+1%	+$6.29K	0.09%	145
2024 Q2	$603K	Buy	11,474 +261	+2%	+$13.7K	0.1%	138
2024 Q1	$598K	Buy	+11,213	New	+$595K	0.1%	143

Other funds holding TIPZ

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

NWF Advisory Services's TIPZ Position: Q4 2024 in Review

NWF Advisory Services sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 11,592 shares — an estimated $627K sold.

NWF Advisory Services first reported a position in TIPZ in Q1 2024 and held it in 3 quarters. The position peaked at $627K in Q3 2024. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

NWF Advisory Services reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
NWF Advisory Services sold 11,592 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $627K.
NWF Advisory Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 3 quarters.
NWF Advisory Services's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $627K in Q3 2024.
53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.