SFS
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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 $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return