Steward Partners Investment Advisory, LLC Pimco ETF Tr Broad Us Tips Ind Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Pimco ETF Tr Broad Us Tips Ind stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 19,976 shares of TIPZ stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,976
Previous 22,166 9.88%
Holding current value
$1.07 Million
Previous $1.18 Million 9.07%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$52.75 - $54.07 $115,522 - $118,413
-2,190 Reduced 9.88%
19,976 $1.07 Million
Q2 2025

Aug 12, 2025
SELL
$52.26 - $53.83 $19,806 - $20,401
-379 Reduced 1.68%
22,166 $1.18 Million
Q1 2025

May 13, 2025
SELL
$51.6 - $53.93 $21,156 - $22,111
-410 Reduced 1.79%
22,545 $1.22 Million
Q4 2024

Feb 06, 2025
SELL
$51.82 - $54.2 $250,912 - $262,436
-4,842 Reduced 17.42%
22,955 $1.19 Million
Q3 2024

Nov 14, 2024
SELL
$52.04 - $54.34 $17,069 - $17,823
-328 Reduced 1.17%
27,797 $1.5 Million
Q2 2024

Aug 08, 2024
SELL
$51.77 - $52.86 $26,920 - $27,487
-520 Reduced 1.82%
28,125 $1.48 Million
Q1 2024

May 15, 2024
SELL
$52.49 - $53.67 $2,519 - $2,576
-48 Reduced 0.17%
28,645 $1.53 Million
Q4 2023

Feb 12, 2024
SELL
$50.86 - $53.68 $70,593 - $74,507
-1,388 Reduced 4.61%
28,693 $1.53 Million
Q3 2023

Nov 13, 2023
SELL
$51.6 - $54.0 $46,130 - $48,276
-894 Reduced 2.89%
30,081 $1.56 Million
Q2 2023

Aug 14, 2023
SELL
$53.81 - $55.94 $29,165 - $30,319
-542 Reduced 1.72%
30,975 $1.68 Million
Q1 2023

May 15, 2023
SELL
$53.96 - $55.8 $153,462 - $158,695
-2,844 Reduced 8.28%
31,517 $1.76 Million
Q4 2022

Feb 15, 2023
SELL
$53.14 - $56.0 $1.78 Million - $1.88 Million
-33,529 Reduced 49.39%
34,361 $1.86 Million
Q3 2022

Nov 10, 2022
SELL
$53.2 - $60.12 $76,767 - $86,753
-1,443 Reduced 2.08%
67,890 $3.61 Million
Q2 2022

Aug 04, 2022
SELL
$57.42 - $62.62 $21,073 - $22,981
-367 Reduced 0.53%
69,333 $3.99 Million
Q1 2022

May 02, 2022
BUY
$62.53 - $65.89 $573,775 - $604,606
9,176 Added 15.16%
69,700 $4.41 Million
Q4 2021

Feb 08, 2022
BUY
$65.41 - $67.41 $525,438 - $541,504
8,033 Added 15.3%
60,524 $4 Million
Q3 2021

Nov 12, 2021
BUY
$65.41 - $67.11 $1.4 Million - $1.44 Million
21,452 Added 69.11%
52,491 $3.45 Million
Q2 2021

Aug 13, 2021
BUY
$64.06 - $65.72 $1.55 Million - $1.59 Million
24,121 Added 348.67%
31,039 $2.04 Million
Q1 2021

May 14, 2021
BUY
$63.56 - $65.77 $439,708 - $454,996
6,918 New
6,918 $0

Others Institutions Holding TIPZ

# of Institutions
52
Shares Held
918K
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR BROAD US TIPS IND

TIPZ Quotes by TradingView
  • Ticker TIPZ
  • Sector ETFs
  • Industry ETFs
More about TIPZ
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email