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SFG Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

SFG Wealth Management’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
-6,980
Closed -$376K – 121
2025
Q1 		$376K Buy
+6,980
New +$369K 0.18% 90

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 $2.61B AUM 23.21% 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

SFG Wealth Management's TIPZ Position: Q2 2025 in Review

SFG Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2025, closing a stake of 6,980 shares — an estimated $376K sold.

SFG Wealth Management first reported a position in TIPZ in Q1 2025 and held it in 1 quarter. The position peaked at $376K in Q1 2025. 45 funds tracked by Wall St. Rank hold TIPZ as of Q2 2025.

  • SFG Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • SFG Wealth Management sold 6,980 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $376K.
  • SFG Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • SFG Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $376K 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 SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.