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Syverson Strege & Co’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-21
Closed -$1.17K – 562
2023
Q1 		$1.17K Buy
+21
New +$1.15K ﹤0.01% 583

Other funds holding TIPZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Syverson Strege & Co's TIPZ Position: Q2 2023 in Review

Syverson Strege & Co sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2023, closing a stake of 21 shares — an estimated $1.17K sold.

Syverson Strege & Co first reported a position in TIPZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.17K in Q1 2023. 49 funds tracked by Wall St. Rank hold TIPZ as of Q2 2023.

  • Syverson Strege & Co reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 21 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $1.17K.
  • Syverson Strege & Co first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.17K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.