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

Wipfli Financial Advisors’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
2022 Q3	$45K	Buy	+790	New	+$45.5K	﹤0.01%	1137

Other funds holding TIPZ

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

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Wipfli Financial Advisors's TIPZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2022: 790 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings.

58 funds tracked by Wall St. Rank hold TIPZ as of Q3 2022.

Wipfli Financial Advisors held 790 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $45K as of Q3 2022.
PIMCO Broad US TIPS Index Exchange-Traded Fund was a new Wipfli Financial Advisors position in Q3 2022.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1137 holding.
58 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.