AJ Wealth Strategies’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

AJ Wealth Strategies’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 Q2	$7.5M	Sell	149,082 -489	-0.3%	-$24.8K	0.36%	47
2023 Q1	$7.63M	Buy	149,571 +2,169	+1%	+$109K	0.4%	38
2022 Q4	$7.35M	Buy	147,402 +95,080	+182%	+$4.75M	0.39%	42
2022 Q3	$2.58M	Sell	52,322 -915,296	-95%	-$47.3M	0.15%	70
2022 Q2	$50.6M	Sell	967,618 -4,328	-0.4%	-$231K	2.67%	13
2022 Q1	$53M	Buy	971,946 +190,678	+24%	+$10.4M	2.61%	13
2021 Q4	$43.1M	Buy	781,268 +750,641	+2,451%	+$41.4M	2.05%	13
2021 Q3	$1.68M	Hold	30,627	–	–	0.09%	96
2021 Q2	$1.69M	Buy	+30,627	New	+$1.69M	0.1%	92

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

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

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

Jane Street New York $777B AUM 61.18% 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

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

AJ Wealth Strategies's STPZ Position: Q2 2023 in Review

AJ Wealth Strategies reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.33% in Q2 2023, selling an estimated $24.8K and leaving 149,082 shares worth $7.5M. The position accounts for 0.36% of the portfolio, ranked #47.

AJ Wealth Strategies first reported a position in STPZ in Q2 2021 and has held it in 9 quarters since. The position peaked at $53M in Q1 2022. 132 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

AJ Wealth Strategies held 149,082 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $7.5M as of Q2 2023.
AJ Wealth Strategies sold 489 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $24.8K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.36% of AJ Wealth Strategies's portfolio in Q2 2023, its #47 holding.
AJ Wealth Strategies first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2021 and has held it in 9 quarters since.
AJ Wealth Strategies's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $53M in Q1 2022.
132 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.