TD Ameritrade Investment Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

TD Ameritrade Investment Management’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	-5,116	Closed	-$277K	–	444
2023 Q2	$277K	Sell	5,116 -2,223	-30%	-$122K	﹤0.01%	143
2023 Q1	$409K	Sell	7,339 -1,786	-20%	-$97.9K	﹤0.01%	130
2022 Q4	$493K	Buy	9,125 +3,649	+67%	+$198K	﹤0.01%	133
2022 Q3	$291K	Sell	5,476 -289	-5%	-$16.6K	﹤0.01%	182
2022 Q2	$332K	Sell	5,765 -3,613	-39%	-$217K	﹤0.01%	190
2022 Q1	$594K	Sell	9,378 -521	-5%	-$33.4K	﹤0.01%	170
2021 Q4	$654K	Sell	9,899 -3,675	-27%	-$243K	﹤0.01%	161
2021 Q3	$880K	Buy	13,574 +3,120	+30%	+$207K	0.01%	120
2021 Q2	$687K	Sell	10,454 -3,760	-26%	-$245K	﹤0.01%	143
2021 Q1	$930K	Hold	14,214	–	–	0.01%	116
2020 Q4	$930K	Buy	14,214 +640	+5%	+$41.4K	0.01%	116
2020 Q3	$880K	Sell	13,574 -207	-2%	-$13.4K	0.01%	120
2020 Q2	$871K	Buy	13,781 +3,045	+28%	+$190K	0.01%	123
2020 Q1	$653K	Buy	10,736 +4,799	+81%	+$291K	0.01%	141
2019 Q4	$355K	Buy	5,937 +546	+10%	+$32.7K	﹤0.01%	179
2019 Q3	$324K	Sell	5,391 -27	-0.5%	-$1.62K	﹤0.01%	176
2019 Q2	$322K	Buy	5,418 +2,510	+86%	+$146K	﹤0.01%	174
2019 Q1	$168K	Buy	2,908 +1,008	+53%	+$57.2K	﹤0.01%	187
2018 Q4	$106K	Buy	1,900 +1,143	+151%	+$63.9K	﹤0.01%	183
2018 Q3	$43K	Buy	+757	New	+$43.2K	﹤0.01%	218
2016 Q3	–	Sell	-144	Closed	-$9K	–	88
2016 Q2	$9K	Sell	144 -28	-16%	-$1.63K	﹤0.01%	75
2016 Q1	$10K	Sell	172 -11	-6%	-$621	﹤0.01%	75
2015 Q4	$10K	Hold	183	–	–	﹤0.01%	74
2015 Q3	$10K	Hold	183	–	–	﹤0.01%	72
2015 Q2	$10K	Buy	183 +64	+54%	+$3.67K	﹤0.01%	75
2015 Q1	$7K	Sell	119 -13	-10%	-$749	﹤0.01%	77
2014 Q4	$8K	Hold	132	–	–	﹤0.01%	74
2014 Q3	$7K	Hold	132	–	–	﹤0.01%	76
2014 Q2	$8K	Sell	132 -134	-50%	-$7.69K	﹤0.01%	75
2014 Q1	$15K	Buy	+266	New	+$14.9K	﹤0.01%	100

Other funds holding TIPZ

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

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

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

TD Ameritrade Investment Management's TIPZ Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2023, closing a stake of 5,116 shares — an estimated $277K sold.

TD Ameritrade Investment Management first reported a position in TIPZ in Q1 2014 and held it in 30 quarters. The position peaked at $930K in Q1 2021. 48 funds tracked by Wall St. Rank hold TIPZ as of Q3 2023.

TD Ameritrade Investment Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 5,116 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $277K.
TD Ameritrade Investment Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2014 and held it in 30 quarters.
TD Ameritrade Investment Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $930K in Q1 2021.
48 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.