Steward Partners Investment Advisory’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $3.61M | Sell |
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|
2022
Q2 | $3.99M | Sell |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.44M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $444K | Buy |
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