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Turtle Creek Wealth Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q1 		– Sell
-346
Closed -$18.4K – 753
2023
Q4 		$18.4K Buy
+346
New +$18K 0.01% 438

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Turtle Creek Wealth Advisors's TIPZ Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2024, closing a stake of 346 shares — an estimated $18.4K sold.

Turtle Creek Wealth Advisors first reported a position in TIPZ in Q4 2023 and held it in 1 quarter. The position peaked at $18.4K in Q4 2023. 45 funds tracked by Wall St. Rank hold TIPZ as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 346 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $18.4K.
  • Turtle Creek Wealth Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $18.4K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.