Ahrens Investment Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$306	Buy	+6	New	+$302	﹤0.01%	979
2022 Q3	–	Sell	-6	Closed	–	–	800
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1063
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1120
2021 Q4	$0	Buy	+6	New	+$331	﹤0.01%	1052

Other funds holding STPZ

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Ahrens Investment Partners's STPZ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023: 6 shares worth $306. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in STPZ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in STPZ in Q4 2021 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

Ahrens Investment Partners held 6 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $306 as of Q1 2023.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Ahrens Investment Partners position in Q1 2023.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #979 holding.
Ahrens Investment Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 4 quarters since.
147 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.