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

Security Financial Services’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
Q2 		– Sell
-9,788
Closed -$528K – 185
2025
Q1 		$528K Buy
9,788
+2,454
+33% +$130K 0.1% 102
2024
Q4 		$380K Buy
7,334
+2,180
+42% +$115K 0.08% 121
2024
Q3 		$279K Buy
+5,154
New +$275K 0.06% 139

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Security Financial Services's TIPZ Position: Q2 2025 in Review

Security Financial Services sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2025, closing a stake of 9,788 shares — an estimated $528K sold.

Security Financial Services first reported a position in TIPZ in Q3 2024 and held it in 3 quarters. The position peaked at $528K in Q1 2025. 45 funds tracked by Wall St. Rank hold TIPZ as of Q2 2025.

  • Security Financial Services reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Security Financial Services sold 9,788 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $528K.
  • Security Financial Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2024 and held it in 3 quarters.
  • Security Financial Services's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $528K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Security Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.