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Simplicity Solutions’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-3,057
Closed -$200K – 924
2020
Q4 		$200K Buy
+3,057
New +$198K ﹤0.01% 912

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplicity Solutions's TIPZ Position: Q1 2021 in Review

Simplicity Solutions sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2021, closing a stake of 3,057 shares — an estimated $200K sold.

Simplicity Solutions first reported a position in TIPZ in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 40 funds tracked by Wall St. Rank hold TIPZ as of Q1 2021.

  • Simplicity Solutions reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 3,057 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2021, an estimated $200K.
  • Simplicity Solutions first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $200K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.