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Advisor Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Advisor Group’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$207K Hold
3,946
– – ﹤0.01% 2367
2019
Q3 		$207K Hold
3,946
– – ﹤0.01% 2303
2019
Q2 		$208K Hold
3,946
– – ﹤0.01% 2284
2019
Q1 		$204K Sell
3,946
-26
-0.7% -$1.33K ﹤0.01% 2270
2018
Q4 		$201K Buy
3,972
+212
+6% +$10.8K ﹤0.01% 2087
2018
Q3 		$193K Buy
3,760
+2,900
+337% +$149K ﹤0.01% 2189
2018
Q2 		$44K Hold
860
– – ﹤0.01% 3204
2018
Q1 		$44K Buy
860
+103
+14% +$5.34K ﹤0.01% 3162
2017
Q4 		$39K Sell
757
-40,826
-98% -$2.13M ﹤0.01% 3260
2017
Q3 		$2.17M Sell
41,583
-6,333
-13% -$331K 0.03% 472
2017
Q2 		$2.5M Sell
47,916
-10,247
-18% -$537K 0.04% 406
2017
Q1 		$3.07M Buy
58,163
+36,257
+166% +$1.91M 0.06% 325
2016
Q4 		$1.15M Buy
21,906
+779
+4% +$40.9K 0.03% 603
2016
Q3 		$1.11M Buy
21,127
+276
+1% +$14.5K 0.03% 598
2016
Q2 		$1.1M Buy
+20,851
New +$1.09M 0.03% 580

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's STPZ Position: Q4 2019 in Review

Advisor Group held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q4 2019 at 3,946 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Advisor Group first reported a position in STPZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.07M in Q1 2017. 94 funds tracked by Wall St. Rank hold STPZ as of Q4 2019.

  • Advisor Group held 3,946 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $207K as of Q4 2019.
  • Advisor Group left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q4 2019.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2367 holding.
  • Advisor Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $3.07M in Q1 2017.
  • 94 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.