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Parr McKnight Wealth Management Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Parr McKnight Wealth Management Group’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
Q4 		– Sell
-5,514
Closed -$296K – 232
2025
Q3 		$296K Sell
5,514
-13,045
-70% -$696K 0.04% 208
2025
Q2 		$988K Buy
18,559
+2,743
+17% +$145K 0.14% 167
2025
Q1 		$853K Buy
+15,816
New +$835K 0.12% 168

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parr McKnight Wealth Management Group's TIPZ Position: Q4 2025 in Review

Parr McKnight Wealth Management Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2025, closing a stake of 5,514 shares — an estimated $296K sold.

Parr McKnight Wealth Management Group first reported a position in TIPZ in Q1 2025 and held it in 3 quarters. The position peaked at $988K in Q2 2025. 39 funds tracked by Wall St. Rank hold TIPZ as of Q4 2025.

  • Parr McKnight Wealth Management Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 5,514 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $296K.
  • Parr McKnight Wealth Management Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
  • Parr McKnight Wealth Management Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $988K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q4 2025, filed 10 Feb 2026.