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

Almanack 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	–	Sell	-4,230	Closed	-$211K	–	180
2022 Q4	$211K	Buy	+4,230	New	+$211K	0.05%	156
2022 Q3	–	Sell	-153,071	Closed	-$8M	–	918
2022 Q2	$8M	Buy	153,071 +33,403	+28%	+$1.78M	0.8%	20
2022 Q1	$6.52M	Sell	119,668 -78,167	-40%	-$4.28M	0.57%	34
2021 Q4	$11M	Buy	197,835 +17,830	+10%	+$983K	0.89%	24
2021 Q3	$9.88M	Buy	180,005 +114,075	+173%	+$6.28M	0.87%	20
2021 Q2	$3.63M	Buy	65,930 +26,544	+67%	+$1.46M	0.35%	56
2021 Q1	$2.16M	Buy	+39,386	New	+$2.15M	0.22%	76

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

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

Almanack Investment Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023, closing a stake of 4,230 shares — an estimated $211K sold.

Almanack Investment Partners first reported a position in STPZ in Q1 2021 and held it in 7 quarters. The position peaked at $11M in Q4 2021. 146 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

Almanack Investment Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Almanack Investment Partners sold 4,230 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $211K.
Almanack Investment Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 7 quarters.
Almanack Investment Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $11M in Q4 2021.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Almanack Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.