Raymond James Financial
TIPZ icon

Raymond James Financial’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Raymond James Financial’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
Q2 		$2.93M Sell
55,914
-14,146
-20% -$748K ﹤0.01% 3210
2026
Q1 		$3.72M Sell
70,060
-646
-0.9% -$34.4K ﹤0.01% 2830
2025
Q4 		$3.7M Buy
70,706
+59
+0.1% +$3.16K ﹤0.01% 2748
2025
Q3 		$3.8M Sell
70,647
-3,326
-4% -$178K ﹤0.01% 2674
2025
Q2 		$3.94M Buy
73,973
+466
+0.6% +$24.6K ﹤0.01% 2541
2025
Q1 		$3.96M Hold
73,507
– – ﹤0.01% 2480
2024
Q4 		$3.81M Buy
+73,507
New +$3.88M ﹤0.01% 2493

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Raymond James Financial's TIPZ Position: Q2 2026 in Review

Raymond James Financial reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 20% in Q2 2026, selling an estimated $748K and leaving 55,914 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Raymond James Financial first reported a position in TIPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.96M in Q1 2025. 35 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Raymond James Financial held 55,914 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $2.93M as of Q2 2026.
  • Raymond James Financial sold 14,146 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $748K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3210 holding.
  • Raymond James Financial first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $3.96M in Q1 2025.
  • 35 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.