WBI Investments’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

WBI Investments’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
2026 Q1	–	Sell	-14,824	Closed	-$776K	–	405
2025 Q4	$776K	Buy	14,824 +2,506	+20%	+$134K	0.2%	142
2025 Q3	$662K	Sell	12,318 -2,444	-17%	-$130K	0.17%	155
2025 Q2	$786K	Sell	14,762 -3,658	-20%	-$193K	0.2%	154
2025 Q1	$993K	Sell	18,420 -15,066	-45%	-$796K	0.26%	100
2024 Q4	$1.74M	Buy	33,486 +1,102	+3%	+$58.2K	0.43%	74
2024 Q3	$1.75M	Sell	32,384 -414	-1%	-$22.1K	0.42%	66
2024 Q2	$1.72M	Buy	32,798 +319	+1%	+$16.7K	0.42%	69
2024 Q1	$1.73M	Buy	+32,479	New	+$1.72M	0.36%	75

Other funds holding TIPZ

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

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

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return

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

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

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

WBI Investments's TIPZ Position: Q1 2026 in Review

WBI Investments sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2026, closing a stake of 14,824 shares — an estimated $776K sold.

WBI Investments first reported a position in TIPZ in Q1 2024 and held it in 8 quarters. The position peaked at $1.75M in Q3 2024. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

WBI Investments reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 14,824 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $776K.
WBI Investments first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 8 quarters.
WBI Investments's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.75M in Q3 2024.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.