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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
Q2 		– Sell
-4,070
Closed -$216K – 1567
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 0.02% 476
2024
Q2 		$345K Hold
6,562
– – 0.03% 431
2024
Q1 		$350K Hold
6,562
– – 0.03% 390
2023
Q4 		$350K Sell
6,562
-30
-0.5% -$1.56K 0.03% 377
2023
Q3 		$341K Hold
6,592
– – 0.04% 369
2023
Q2 		$357K Sell
6,592
-595
-8% -$32.6K 0.04% 364
2023
Q1 		$401K Buy
7,187
+214
+3% +$11.7K 0.04% 336
2022
Q4 		$379K Buy
6,973
+181
+3% +$9.82K 0.05% 345
2022
Q3 		$361K Buy
6,792
+535
+9% +$30.8K 0.05% 331
2022
Q2 		$360K Buy
+6,257
New +$376K 0.04% 369

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

StoneX Group's TIPZ Position: Q2 2026 in Review

StoneX Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2026, closing a stake of 4,070 shares — an estimated $216K sold.

StoneX Group first reported a position in TIPZ in Q2 2022 and held it in 16 quarters. The position peaked at $401K in Q1 2023. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • StoneX Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • StoneX Group sold 4,070 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $216K.
  • StoneX Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 16 quarters.
  • StoneX Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $401K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.