Stifel Financial’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Stifel Financial’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
2023 Q1	–	Sell	-20,406	Closed	-$1.1M	–	3421
2022 Q4	$1.1M	Buy	20,406 +21	+0.1%	+$1.14K	﹤0.01%	1923
2022 Q3	$1.08M	Buy	20,385 +658	+3%	+$37.9K	﹤0.01%	1919
2022 Q2	$1.14M	Buy	19,727 +5,905	+43%	+$355K	﹤0.01%	1905
2022 Q1	$875K	Buy	13,822 +1,648	+14%	+$106K	﹤0.01%	2219
2021 Q4	$804K	Buy	12,174 +2,103	+21%	+$139K	﹤0.01%	2283
2021 Q3	$661K	Buy	10,071 +390	+4%	+$25.9K	﹤0.01%	2412
2021 Q2	$636K	Buy	9,681 +1,760	+22%	+$115K	﹤0.01%	2435
2021 Q1	$508K	Buy	+7,921	New	+$514K	﹤0.01%	2476
2017 Q3	–	Sell	-4,344	Closed	-$251K	–	2647
2017 Q2	$251K	Sell	4,344 -523	-11%	-$30.3K	﹤0.01%	2217
2017 Q1	$283K	Buy	+4,867	New	+$282K	﹤0.01%	2123
2014 Q2	–	Sell	-15,238	Closed	-$857K	–	2258
2014 Q1	$857K	Buy	+15,238	New	+$855K	0.01%	1155

Other funds holding TIPZ

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

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

RJA

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

LWP

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

FTUS

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

Stifel Financial's TIPZ Position: Q1 2023 in Review

Stifel Financial sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2023, closing a stake of 20,406 shares — an estimated $1.1M sold.

Stifel Financial first reported a position in TIPZ in Q1 2014 and held it in 11 quarters. The position peaked at $1.14M in Q2 2022. 50 funds tracked by Wall St. Rank hold TIPZ as of Q1 2023.

Stifel Financial reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 20,406 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $1.1M.
Stifel Financial first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2014 and held it in 11 quarters.
Stifel Financial's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.14M in Q2 2022.
50 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.