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

Birchcreek Wealth 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
2022 Q2	–	Sell	-4,367	Closed	-$238K	–	120
2022 Q1	$238K	Sell	4,367 -2,878	-40%	-$158K	0.21%	102
2021 Q4	$400K	Buy	7,245 +1,738	+32%	+$95.8K	0.35%	66
2021 Q3	$302K	Buy	5,507 +1,742	+46%	+$95.9K	0.28%	82
2021 Q2	$207K	Buy	+3,765	New	+$207K	0.2%	114

Other funds holding STPZ

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

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

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

Birchcreek Wealth Management's STPZ Position: Q2 2022 in Review

Birchcreek Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2022, closing a stake of 4,367 shares — an estimated $238K sold.

Birchcreek Wealth Management first reported a position in STPZ in Q2 2021 and held it in 4 quarters. The position peaked at $400K in Q4 2021. 150 funds tracked by Wall St. Rank hold STPZ as of Q2 2022.

Birchcreek Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Birchcreek Wealth Management sold 4,367 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $238K.
Birchcreek Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2021 and held it in 4 quarters.
Birchcreek Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $400K in Q4 2021.
150 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Birchcreek Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.