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

Signify Wealth’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
2022 Q4	–	Sell	-286,194	Closed	-$15.2M	–	32
2022 Q3	$15.2M	Buy	+286,194	New	+$16.5M	16.19%	1

Other funds holding TIPZ

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Signify Wealth's TIPZ Position: Q4 2022 in Review

Signify Wealth sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2022, closing a stake of 286,194 shares — an estimated $15.2M sold.

Signify Wealth first reported a position in TIPZ in Q3 2022 and held it in 1 quarter. The position peaked at $15.2M in Q3 2022. 56 funds tracked by Wall St. Rank hold TIPZ as of Q4 2022.

Signify Wealth reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Signify Wealth sold 286,194 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $15.2M.
Signify Wealth first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
Signify Wealth's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $15.2M in Q3 2022.
56 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Signify Wealth's 13F filing for Q4 2022, filed 18 Jan 2023.