WIP
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WealthCare Investment Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

WealthCare Investment Partners’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 		$2.9M Buy
54,762
+2,180
+4% +$116K 0.81% 35
2025
Q4 		$2.78M Buy
52,582
+5,495
+12% +$294K 0.81% 35
2025
Q3 		$2.53M Buy
47,087
+3,852
+9% +$206K 0.82% 31
2025
Q2 		$2.29M Buy
43,235
+2,676
+7% +$141K 0.82% 33
2025
Q1 		$2.13M Buy
40,559
+6,293
+18% +$332K 0.9% 32
2024
Q4 		$1.78M Buy
34,266
+849
+3% +$44.9K 0.78% 34
2024
Q3 		$1.79M Buy
33,417
+1,755
+6% +$93.6K 0.78% 35
2024
Q2 		$1.66M Buy
31,662
+916
+3% +$48K 0.77% 33
2024
Q1 		$1.64M Buy
30,746
+6,607
+27% +$351K 0.79% 33
2023
Q4 		$1.28M Sell
24,139
-4,317
-15% -$225K 0.7% 39
2023
Q3 		$1.46M Buy
28,456
+2,002
+8% +$106K 0.89% 33
2023
Q2 		$1.41M Buy
26,454
+1,273
+5% +$69.7K 0.85% 33
2023
Q1 		$1.41M Buy
25,181
+9,988
+66% +$548K 0.85% 34
2022
Q4 		$821K Sell
15,193
-3,554
-19% -$193K 0.56% 45
2022
Q3 		$997K Buy
18,747
+2,519
+16% +$145K 0.83% 37
2022
Q2 		$934K Buy
16,228
+7,539
+87% +$453K 0.8% 41
2022
Q1 		$534K Buy
+8,689
New +$557K 0.47% 55

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

WealthCare Investment Partners's TIPZ Position: Q1 2026 in Review

WealthCare Investment Partners increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 4.1% in Q1 2026, buying an estimated $116K and bringing the position to 54,762 shares worth $2.9M. The position accounts for 0.81% of the portfolio, ranked #35.

WealthCare Investment Partners first reported a position in TIPZ in Q1 2022 and has held it in 17 quarters since. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • WealthCare Investment Partners held 54,762 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $2.9M as of Q1 2026.
  • WealthCare Investment Partners bought 2,180 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $116K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.81% of WealthCare Investment Partners's portfolio in Q1 2026, its #35 holding.
  • WealthCare Investment Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 17 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.