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

BKM 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
2024
Q1 		– Sell
-75
Closed -$3.84K – 504
2023
Q4 		$3.84K Buy
+75
New +$3.79K ﹤0.01% 530

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

BKM Wealth Management's STPZ Position: Q1 2024 in Review

BKM Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2024, closing a stake of 75 shares — an estimated $3.84K sold.

BKM Wealth Management first reported a position in STPZ in Q4 2023 and held it in 1 quarter. The position peaked at $3.84K in Q4 2023. 113 funds tracked by Wall St. Rank hold STPZ as of Q1 2024.

  • BKM Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 75 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $3.84K.
  • BKM Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $3.84K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.