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

One Capital Management’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 		$2.37M Buy
44,568
+4,900
+12% +$261K 0.06% 195
2025
Q4 		$2.08M Sell
39,668
-38,071
-49% -$2.04M 0.06% 192
2025
Q3 		$4.18M Buy
+77,739
New +$4.15M 0.13% 111

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

One Capital Management's TIPZ Position: Q1 2026 in Review

One Capital Management increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 12% in Q1 2026, buying an estimated $261K and bringing the position to 44,568 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #195.

One Capital Management first reported a position in TIPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.18M in Q3 2025. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • One Capital Management held 44,568 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $2.37M as of Q1 2026.
  • One Capital Management bought 4,900 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $261K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.06% of One Capital Management's portfolio in Q1 2026, its #195 holding.
  • One Capital Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • One Capital Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $4.18M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.