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

OneDigital Investment 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
2025 Q2	–	Sell	-174,963	Closed	-$9.44M	–	1509
2025 Q1	$9.44M	Buy	174,963 +20,616	+13%	+$1.09M	0.11%	158
2024 Q4	$8M	Buy	154,347 +19,844	+15%	+$1.05M	0.09%	173
2024 Q3	$7.28M	Buy	+134,503	New	+$7.17M	0.08%	190
2024 Q2	–	Sell	-6,906	Closed	-$368K	–	1401
2024 Q1	$368K	Sell	6,906 -26,713	-79%	-$1.42M	0.01%	843
2023 Q4	$1.79M	Buy	33,619 +5,463	+19%	+$284K	0.03%	334
2023 Q3	$1.46M	Buy	28,156 +4,365	+18%	+$231K	0.03%	344
2023 Q2	$1.29M	Sell	23,791 -20,200	-46%	-$1.11M	0.03%	361
2023 Q1	$2.45M	Buy	43,991 +25,374	+136%	+$1.39M	0.06%	244
2022 Q4	$1.01M	Buy	+18,617	New	+$1.01M	0.03%	357

Other funds holding TIPZ

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

FHA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIP

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OneDigital Investment Advisors's TIPZ Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2025, closing a stake of 174,963 shares — an estimated $9.44M sold.

OneDigital Investment Advisors first reported a position in TIPZ in Q4 2022 and held it in 9 quarters. The position peaked at $9.44M in Q1 2025. 45 funds tracked by Wall St. Rank hold TIPZ as of Q2 2025.

OneDigital Investment Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 174,963 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $9.44M.
OneDigital Investment Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 9 quarters.
OneDigital Investment Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $9.44M in Q1 2025.
45 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.