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Blue Trust Inc’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Blue Trust Inc’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
-192
Closed -$9.89K – 2989
2024
Q2 		$9.89K Hold
192
– – ﹤0.01% 1931
2024
Q1 		$9.89K Buy
+192
New +$9.84K ﹤0.01% 1448

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Blue Trust Inc's STPZ Position: Q3 2024 in Review

Blue Trust Inc sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2024, closing a stake of 192 shares — an estimated $9.89K sold.

Blue Trust Inc first reported a position in STPZ in Q1 2024 and held it in 2 quarters. The position peaked at $9.89K in Q2 2024. 107 funds tracked by Wall St. Rank hold STPZ as of Q3 2024.

  • Blue Trust Inc reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 192 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $9.89K.
  • Blue Trust Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $9.89K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.