WealthCare Investment Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
43,235
+2,676
| +7% | +$141K | 0.82% | 33 |
|
|
2025
Q1 | $2.13M | Buy |
40,559
+6,293
| +18% | +$331K | 0.9% | 32 |
|
|
2024
Q4 | $1.78M | Buy |
34,266
+849
| +3% | +$44K | 0.78% | 34 |
|
|
2024
Q3 | $1.79M | Buy |
33,417
+1,755
| +6% | +$93.8K | 0.78% | 35 |
|
|
2024
Q2 | $1.66M | Buy |
31,662
+916
| +3% | +$48.1K | 0.77% | 33 |
|
|
2024
Q1 | $1.64M | Buy |
30,746
+6,607
| +27% | +$352K | 0.79% | 33 |
|
|
2023
Q4 | $1.28M | Sell |
24,139
-4,317
| -15% | -$229K | 0.7% | 39 |
|
|
2023
Q3 | $1.46M | Buy |
28,456
+2,002
| +8% | +$103K | 0.89% | 33 |
|
|
2023
Q2 | $1.41M | Buy |
26,454
+1,273
| +5% | +$68.1K | 0.85% | 33 |
|
|
2023
Q1 | $1.41M | Buy |
25,181
+9,988
| +66% | +$557K | 0.85% | 34 |
|
|
2022
Q4 | $821K | Sell |
15,193
-3,554
| -19% | -$192K | 0.56% | 45 |
|
|
2022
Q3 | $997K | Buy |
18,747
+2,519
| +16% | +$134K | 0.83% | 37 |
|
|
2022
Q2 | $934K | Buy |
16,228
+7,539
| +87% | +$434K | 0.8% | 41 |
|
|
2022
Q1 | $534K | Buy |
+8,689
| New | +$534K | 0.47% | 55 |
|