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

Beam 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
2023
Q3 		– Sell
-29,251
Closed -$1.47M – 108
2023
Q2 		$1.47M Sell
29,251
-3,856
-12% -$196K 1.02% 26
2023
Q1 		$1.69M Sell
33,107
-154
-0.5% -$7.74K 1.7% 21
2022
Q4 		$1.66M Buy
33,261
+2,196
+7% +$110K 1.73% 20
2022
Q3 		$1.53M Buy
31,065
+480
+2% +$24.8K 1.71% 21
2022
Q2 		$1.6M Sell
30,585
-1,679
-5% -$89.7K 1.78% 16
2022
Q1 		$1.76M Buy
32,264
+1,892
+6% +$104K 2.02% 15
2021
Q4 		$1.68M Buy
30,372
+4,593
+18% +$253K 1.92% 17
2021
Q3 		$1.41M Buy
25,779
+11,711
+83% +$645K 1.21% 23
2021
Q2 		$775K Buy
14,068
+9,764
+227% +$538K 0.67% 49
2021
Q1 		$236K Sell
4,304
-208
-5% -$11.4K 0.21% 116
2020
Q4 		$244K Sell
4,512
-89
-2% -$4.78K 0.23% 104
2020
Q3 		$248K Buy
4,601
+614
+15% +$33K 0.23% 107
2020
Q2 		$213K Buy
+3,987
New +$210K 0.21% 119
2020
Q1 		– Sell
-4,621
Closed -$242K – 173
2019
Q4 		$242K Buy
+4,621
New +$242K 0.23% 125

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beam Wealth Advisors's STPZ Position: Q3 2023 in Review

Beam Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2023, closing a stake of 29,251 shares — an estimated $1.47M sold.

Beam Wealth Advisors first reported a position in STPZ in Q4 2019 and held it in 14 quarters. The position peaked at $1.76M in Q1 2022. 120 funds tracked by Wall St. Rank hold STPZ as of Q3 2023.

  • Beam Wealth Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Beam Wealth Advisors sold 29,251 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $1.47M.
  • Beam Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and held it in 14 quarters.
  • Beam Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.76M in Q1 2022.
  • 120 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Beam Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.