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Steward Partners Investment Advisory’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$937K Sell
17,639
-735
-4% -$39.2K ﹤0.01% 1195
2025
Q4 		$962K Sell
18,374
-1,602
-8% -$85.7K 0.01% 1087
2025
Q3 		$1.07M Sell
19,976
-2,190
-10% -$117K 0.01% 1026
2025
Q2 		$1.18M Sell
22,166
-379
-2% -$20K 0.01% 928
2025
Q1 		$1.22M Sell
22,545
-410
-2% -$21.6K 0.01% 832
2024
Q4 		$1.19M Sell
22,955
-4,842
-17% -$256K 0.01% 813
2024
Q3 		$1.5M Sell
27,797
-328
-1% -$17.5K 0.01% 720
2024
Q2 		$1.48M Sell
28,125
-520
-2% -$27.3K 0.02% 677
2024
Q1 		$1.53M Sell
28,645
-48
-0.2% -$2.55K 0.02% 661
2023
Q4 		$1.53M Sell
28,693
-1,388
-5% -$72.2K 0.02% 580
2023
Q3 		$1.56M Sell
30,081
-894
-3% -$47.3K 0.02% 529
2023
Q2 		$1.68M Sell
30,975
-542
-2% -$29.7K 0.03% 533
2023
Q1 		$1.76M Sell
31,517
-2,844
-8% -$156K 0.03% 501
2022
Q4 		$1.86M Sell
34,361
-33,529
-49% -$1.82M 0.03% 472
2022
Q3 		$3.61M Sell
67,890
-1,443
-2% -$83K 0.07% 287
2022
Q2 		$3.99M Sell
69,333
-367
-0.5% -$22.1K 0.07% 279
2022
Q1 		$4.41M Buy
69,700
+9,176
+15% +$588K 0.07% 287
2021
Q4 		$4M Buy
60,524
+8,033
+15% +$532K 0.06% 311
2021
Q3 		$3.44M Buy
52,491
+21,452
+69% +$1.42M 0.06% 325
2021
Q2 		$2.04M Buy
31,039
+24,121
+349% +$1.57M 0.03% 440
2021
Q1 		$444K Buy
+6,918
New +$449K 0.01% 931

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Steward Partners Investment Advisory's TIPZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 4% in Q1 2026, selling an estimated $39.2K and leaving 17,639 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Steward Partners Investment Advisory first reported a position in TIPZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.41M in Q1 2022. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • Steward Partners Investment Advisory held 17,639 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $937K as of Q1 2026.
  • Steward Partners Investment Advisory sold 735 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $39.2K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1195 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $4.41M in Q1 2022.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.