FAI Advisors, Inc.’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

FAI Advisors, Inc.’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
2026 Q3	$646K	Buy	13,038 +1,614	+14%	+$82.3K	0.25%	75
2026 Q2	$598K	Sell	11,424 -778	-6%	-$41.2K	0.23%	80
2026 Q1	$648K	Sell	12,202 -3,089	-20%	-$165K	0.29%	67
2025 Q4	$801K	Buy	15,291 +385	+3%	+$20.6K	0.35%	56
2025 Q3	$801K	Buy	14,906 +5,071	+52%	+$271K	0.36%	55
2025 Q2	$524K	Sell	9,835 -3,526	-26%	-$186K	0.26%	72
2025 Q1	$721K	Sell	13,361 -1,313	-9%	-$69.3K	0.38%	56
2024 Q4	$760K	Buy	+14,674	New	+$775K	0.34%	62

Other funds holding TIPZ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FAI Advisors, Inc.'s TIPZ Position: Q3 2026 in Review

FAI Advisors, Inc. increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 14% in Q3 2026, buying an estimated $82.3K and bringing the position to 13,038 shares worth $646K. The position accounts for 0.25% of the portfolio, ranked #75.

FAI Advisors, Inc. first reported a position in TIPZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $801K in Q3 2025. 5 funds tracked by Wall St. Rank hold TIPZ as of Q3 2026.

FAI Advisors, Inc. held 13,038 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $646K as of Q3 2026.
FAI Advisors, Inc. bought 1,614 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $82.3K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.25% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #75 holding.
FAI Advisors, Inc. first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
FAI Advisors, Inc.'s PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $801K in Q3 2025.
5 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.