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Principal Securities’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Principal Securities’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
-312
Closed -$16.8K – 3308
2025
Q3 		$16.8K Hold
312
– – ﹤0.01% 2481
2025
Q2 		$16.6K Hold
312
– – ﹤0.01% 2409
2025
Q1 		$16.2K Hold
312
– – ﹤0.01% 2324
2024
Q4 		$16.2K Hold
312
– – ﹤0.01% 2320
2024
Q3 		$16.9K Hold
312
– – ﹤0.01% 2208
2024
Q2 		$16.4K Hold
312
– – ﹤0.01% 2164
2024
Q1 		$16.6K Hold
312
– – ﹤0.01% 2105
2023
Q4 		$16.6K Buy
+312
New +$16.2K ﹤0.01% 2022

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

Principal Securities's TIPZ Position: Q4 2025 in Review

Principal Securities sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2025, closing a stake of 312 shares — an estimated $16.8K sold.

Principal Securities first reported a position in TIPZ in Q4 2023 and held it in 8 quarters. The position peaked at $16.9K in Q3 2024. 39 funds tracked by Wall St. Rank hold TIPZ as of Q4 2025.

  • Principal Securities reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 312 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $16.8K.
  • Principal Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $16.9K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.