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West Coast Financial’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

West Coast Financial’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
-5,145
Closed -$274K – 164
2023
Q4 		$274K Sell
5,145
-627
-11% -$32.6K 0.04% 137
2023
Q3 		$299K Sell
5,772
-1,510
-21% -$80K 0.04% 115
2023
Q2 		$394K Buy
7,282
+125
+2% +$6.84K 0.06% 109
2023
Q1 		$399K Buy
7,157
+10
+0.1% +$548 0.06% 99
2022
Q4 		$386K Buy
7,147
+2
+0% +$109 0.07% 97
2022
Q3 		$380K Sell
7,145
-582
-8% -$33.5K 0.07% 89
2022
Q2 		$445K Buy
7,727
+33
+0.4% +$1.99K 0.08% 85
2022
Q1 		$487K Buy
7,694
+245
+3% +$15.7K 0.07% 85
2021
Q4 		$492K Buy
7,449
+793
+12% +$52.5K 0.07% 89
2021
Q3 		$437K Buy
6,656
+53
+0.8% +$3.51K 0.07% 96
2021
Q2 		$434K Buy
6,603
+362
+6% +$23.6K 0.07% 97
2021
Q1 		$401K Buy
+6,241
New +$405K 0.07% 90

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

West Coast Financial's TIPZ Position: Q1 2024 in Review

West Coast Financial sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2024, closing a stake of 5,145 shares — an estimated $274K sold.

West Coast Financial first reported a position in TIPZ in Q1 2021 and held it in 12 quarters. The position peaked at $492K in Q4 2021. 45 funds tracked by Wall St. Rank hold TIPZ as of Q1 2024.

  • West Coast Financial reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • West Coast Financial sold 5,145 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $274K.
  • West Coast Financial first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 12 quarters.
  • West Coast Financial's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $492K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on West Coast Financial's 13F filing for Q1 2024, filed 12 Apr 2024.