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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
Q2 		$820K Sell
15,668
-1,971
-11% -$104K ﹤0.01% 1416
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Steward Partners Investment Advisory's TIPZ Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 11% in Q2 2026, selling an estimated $104K and leaving 15,668 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Steward Partners Investment Advisory first reported a position in TIPZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.41M in Q1 2022. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Steward Partners Investment Advisory held 15,668 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $820K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,971 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $104K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1416 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 22 quarters since.
  • Steward Partners Investment Advisory's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $4.41M in Q1 2022.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.