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Sunbelt Securities’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-900
Closed -$48.7K – 1822
2023
Q2 		$48.7K Hold
900
– – 0.01% 804
2023
Q1 		$50K Buy
+900
New +$49.4K 0.01% 743

Other funds holding TIPZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sunbelt Securities's TIPZ Position: Q3 2023 in Review

Sunbelt Securities sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2023, closing a stake of 900 shares — an estimated $48.7K sold.

Sunbelt Securities first reported a position in TIPZ in Q1 2023 and held it in 2 quarters. The position peaked at $50K in Q1 2023. 48 funds tracked by Wall St. Rank hold TIPZ as of Q3 2023.

  • Sunbelt Securities reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 900 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $48.7K.
  • Sunbelt Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $50K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.