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

Archvest Wealth 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
2024 Q3	–	Sell	-69,013	Closed	-$3.55M	–	76
2024 Q2	$3.55M	Sell	69,013 -33,407	-33%	-$1.72M	2.35%	12
2024 Q1	$5.25M	Sell	102,420 -4,527	-4%	-$232K	3.71%	6
2023 Q4	$5.47M	Sell	106,947 -6,588	-6%	-$333K	4.12%	6
2023 Q3	$5.69M	Sell	113,535 -11,897	-9%	-$598K	4.63%	5
2023 Q2	$6.31M	Buy	125,432 +2,672	+2%	+$135K	5.18%	6
2023 Q1	$6.27M	Sell	122,760 -2,102	-2%	-$106K	5.55%	6
2022 Q4	$6.23M	Buy	124,862 +1,347	+1%	+$67.2K	6.16%	6
2022 Q3	$6.1M	Sell	123,515 -3,224	-3%	-$167K	6.26%	6
2022 Q2	$6.63M	Sell	126,739 -57	-0%	-$3.04K	6.6%	6
2022 Q1	$6.91M	Sell	126,796 -1,404	-1%	-$76.9K	6.23%	6
2021 Q4	$7.07M	Buy	+128,200	New	+$7.07M	6.13%	6

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

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

BFG

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Archvest Wealth Advisors's STPZ Position: Q3 2024 in Review

Archvest Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2024, closing a stake of 69,013 shares — an estimated $3.55M sold.

Archvest Wealth Advisors first reported a position in STPZ in Q4 2021 and held it in 11 quarters. The position peaked at $7.07M in Q4 2021. 107 funds tracked by Wall St. Rank hold STPZ as of Q3 2024.

Archvest Wealth Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 69,013 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $3.55M.
Archvest Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 11 quarters.
Archvest Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7.07M in Q4 2021.
107 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Archvest Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.