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American Portfolios Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$3.37M Sell
68,294
-3,795
-5% -$196K 0.14% 146
2022
Q2 		$3.77M Sell
72,089
-2,350
-3% -$126K 0.15% 133
2022
Q1 		$4.06M Buy
74,439
+8,601
+13% +$471K 0.14% 152
2021
Q4 		$3.63M Buy
65,838
+2,352
+4% +$130K 0.12% 163
2021
Q3 		$3.48M Buy
63,486
+1,710
+3% +$94.1K 0.13% 153
2021
Q2 		$3.4M Sell
61,776
-294
-0.5% -$16.2K 0.13% 153
2021
Q1 		$3.4M Sell
62,070
-29,883
-32% -$1.63M 0.15% 131
2020
Q4 		$4.98M Buy
91,953
+828
+0.9% +$44.5K 0.25% 73
2020
Q3 		$4.91M Buy
91,125
+3,437
+4% +$185K 0.28% 68
2020
Q2 		$4.66M Buy
87,688
+266
+0.3% +$14K 0.3% 67
2020
Q1 		$4.52M Buy
87,422
+49,255
+129% +$2.57M 0.38% 52
2019
Q4 		$2M Sell
38,167
-4,121
-10% -$216K 0.14% 147
2019
Q3 		$2.22M Buy
42,288
+628
+2% +$33K 0.18% 121
2019
Q2 		$2.19M Sell
41,660
-857
-2% -$44.6K 0.18% 123
2019
Q1 		$2.2M Buy
42,517
+8,377
+25% +$430K 0.21% 106
2018
Q4 		$1.74M Buy
34,140
+4,847
+17% +$247K 0.21% 108
2018
Q3 		$1.5M Buy
29,293
+559
+2% +$28.7K 0.17% 119
2018
Q2 		$1.49M Sell
28,734
-73
-0.3% -$3.77K 0.2% 98
2018
Q1 		$1.5M Sell
28,807
-54
-0.2% -$2.8K 0.22% 93
2017
Q4 		$1.5M Buy
+28,861
New +$1.5M 0.24% 88

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Portfolios Advisors's STPZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 5.3% in Q3 2022, selling an estimated $196K and leaving 68,294 shares worth $3.37M. The position accounts for 0.14% of the portfolio, ranked #146.

American Portfolios Advisors first reported a position in STPZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.98M in Q4 2020. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • American Portfolios Advisors held 68,294 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $3.37M as of Q3 2022.
  • American Portfolios Advisors sold 3,795 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $196K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #146 holding.
  • American Portfolios Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.98M in Q4 2020.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.