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StoneX Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

StoneX Group’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 		$216K Sell
4,070
-90
-2% -$4.8K 0.01% 724
2025
Q4 		$219K Sell
4,160
-867
-17% -$46.4K 0.01% 841
2025
Q3 		$270K Sell
5,027
-265
-5% -$14.1K 0.01% 729
2025
Q2 		$282K Sell
5,292
-110
-2% -$5.81K 0.01% 682
2025
Q1 		$291K Sell
5,402
-23
-0.4% -$1.22K 0.02% 650
2024
Q4 		$282K Sell
5,425
-27
-0.5% -$1.43K 0.02% 625
2024
Q3 		$295K Sell
5,452
-1,110
-17% -$59.2K 0.13% 215
2024
Q2 		$345K Hold
6,562
– – 0.16% 183
2024
Q1 		$350K Hold
6,562
– – 0.18% 154
2023
Q4 		$350K Sell
6,562
-30
-0.5% -$1.56K 0.19% 154
2023
Q3 		$341K Hold
6,592
– – 0.19% 152
2023
Q2 		$357K Sell
6,592
-595
-8% -$32.6K 0.2% 146
2023
Q1 		$401K Buy
7,187
+214
+3% +$11.7K 0.24% 121
2022
Q4 		$379K Buy
6,973
+181
+3% +$9.82K 0.06% 264
2022
Q3 		$361K Buy
6,792
+535
+9% +$30.8K 0.07% 191
2022
Q2 		$360K Buy
+6,257
New +$376K 0.06% 221

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

StoneX Group's TIPZ Position: Q1 2026 in Review

StoneX Group reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 2.2% in Q1 2026, selling an estimated $4.8K and leaving 4,070 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #724.

StoneX Group first reported a position in TIPZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $401K in Q1 2023. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • StoneX Group held 4,070 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $216K as of Q1 2026.
  • StoneX Group sold 90 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $4.8K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of StoneX Group's portfolio in Q1 2026, its #724 holding.
  • StoneX Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
  • StoneX Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $401K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.