Wallace Hart’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Wallace Hart’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
2025 Q1	–	Sell	-2,380	Closed	-$123K	–	37
2024 Q4	$123K	Sell	2,380 -227	-9%	-$12K	0.1%	21
2024 Q3	$141K	Hold	2,607	–	–	0.11%	21
2024 Q2	$137K	Hold	2,607	–	–	0.11%	23
2024 Q1	$139K	Buy	+2,607	New	+$138K	0.12%	20

Other funds holding TIPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wallace Hart's TIPZ Position: Q1 2025 in Review

Wallace Hart sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2025, closing a stake of 2,380 shares — an estimated $123K sold.

Wallace Hart first reported a position in TIPZ in Q1 2024 and held it in 4 quarters. The position peaked at $141K in Q3 2024. 49 funds tracked by Wall St. Rank hold TIPZ as of Q1 2025.

Wallace Hart reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Wallace Hart sold 2,380 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $123K.
Wallace Hart first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 4 quarters.
Wallace Hart's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $141K in Q3 2024.
49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on Wallace Hart's 13F filing for Q1 2025, filed 14 May 2025.