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

Belpointe Asset 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
2023 Q2	–	Sell	-16,490	Closed	-$842K	–	3036
2023 Q1	$842K	Sell	16,490 -3,233	-16%	-$162K	0.05%	385
2022 Q4	$984K	Buy	+19,723	New	+$984K	0.06%	324
2018 Q3	–	Sell	-22,760	Closed	-$1.18M	–	657
2018 Q2	$1.18M	Buy	22,760 +955	+4%	+$49.4K	0.33%	51
2018 Q1	$1.13M	Buy	+21,805	New	+$1.13M	0.33%	51

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

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

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

Jane Street New York $1.21T AUM 78.12% 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

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

Belpointe Asset Management's STPZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 16,490 shares — an estimated $842K sold.

Belpointe Asset Management first reported a position in STPZ in Q1 2018 and held it in 4 quarters. The position peaked at $1.18M in Q2 2018. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

Belpointe Asset Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 16,490 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $842K.
Belpointe Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2018 and held it in 4 quarters.
Belpointe Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.18M in Q2 2018.
131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.