Plante Moran Financial Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Plante Moran Financial 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
2024 Q2	–	Sell	-900	Closed	-$48K	–	883
2024 Q1	$48K	Buy	+900	New	+$47.7K	0.01%	347
2021 Q2	–	Sell	-56	Closed	-$4K	–	1085
2021 Q1	$4K	Buy	+56	New	+$3.63K	﹤0.01%	830

Other funds holding TIPZ

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

WIP

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

Plante Moran Financial Advisors's TIPZ Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2024, closing a stake of 900 shares — an estimated $48K sold.

Plante Moran Financial Advisors first reported a position in TIPZ in Q1 2021 and held it in 2 quarters. The position peaked at $48K in Q1 2024. 50 funds tracked by Wall St. Rank hold TIPZ as of Q2 2024.

Plante Moran Financial Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 900 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $48K.
Plante Moran Financial Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 2 quarters.
Plante Moran Financial Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $48K in Q1 2024.
50 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.