OneDigital Investment Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-174,963
| Closed | -$9.44M | – | 1508 |
|
|
2025
Q1 | $9.44M | Buy |
174,963
+20,616
| +13% | +$1.11M | 0.11% | 158 |
|
|
2024
Q4 | $8M | Buy |
154,347
+19,844
| +15% | +$1.03M | 0.09% | 173 |
|
|
2024
Q3 | $7.28M | Buy |
+134,503
| New | +$7.28M | 0.08% | 190 |
|
|
2024
Q2 | – | Sell |
-6,906
| Closed | -$368K | – | 1400 |
|
|
2024
Q1 | $368K | Sell |
6,906
-26,713
| -79% | -$1.42M | 0.01% | 843 |
|
|
2023
Q4 | $1.79M | Buy |
33,619
+5,463
| +19% | +$291K | 0.03% | 334 |
|
|
2023
Q3 | $1.46M | Buy |
28,156
+4,365
| +18% | +$226K | 0.03% | 344 |
|
|
2023
Q2 | $1.29M | Sell |
23,791
-20,200
| -46% | -$1.09M | 0.03% | 361 |
|
|
2023
Q1 | $2.45M | Buy |
43,991
+25,374
| +136% | +$1.42M | 0.06% | 244 |
|
|
2022
Q4 | $1.01M | Buy |
+18,617
| New | +$1.01M | 0.03% | 356 |
|