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

Pines Wealth Management’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,558
Closed -$241K – 233
2025
Q1 		$241K Sell
4,558
-1,114
-20% -$58.8K 0.11% 175
2024
Q4 		$293K Buy
+5,672
New +$293K 0.13% 161