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Allred Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-83
Closed -$4.57K – 688
2021
Q1 		$4.57K Buy
+83
New +$4.53K ﹤0.01% 685
2020
Q1 		– Sell
-81
Closed -$4.27K – 637
2019
Q4 		$4.27K Buy
+81
New +$4.24K ﹤0.01% 690

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allred Capital Management's STPZ Position: Q2 2021 in Review

Allred Capital Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2021, closing a stake of 83 shares — an estimated $4.57K sold.

Allred Capital Management first reported a position in STPZ in Q4 2019 and held it in 2 quarters. The position peaked at $4.57K in Q1 2021. 110 funds tracked by Wall St. Rank hold STPZ as of Q2 2021.

  • Allred Capital Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 83 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2021, an estimated $4.57K.
  • Allred Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.57K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.