Boston Family Office’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Boston Family Office’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 Q3	–	Sell	-3,915	Closed	-$205K	–	269
2022 Q2	$205K	Hold	3,915	–	–	0.02%	262
2022 Q1	$213K	Hold	3,915	–	–	0.02%	280
2021 Q4	$216K	Hold	3,915	–	–	0.01%	270
2021 Q3	$215K	Hold	3,915	–	–	0.02%	271
2021 Q2	$216K	Hold	3,915	–	–	0.02%	263
2021 Q1	$214K	Hold	3,915	–	–	0.02%	258
2020 Q4	$212K	Buy	+3,915	New	+$210K	0.02%	251

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AAS

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

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

PFA

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

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

Boston Family Office's STPZ Position: Q3 2022 in Review

Boston Family Office sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 3,915 shares — an estimated $205K sold.

Boston Family Office first reported a position in STPZ in Q4 2020 and held it in 7 quarters. The position peaked at $216K in Q4 2021. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

Boston Family Office reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Boston Family Office sold 3,915 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $205K.
Boston Family Office first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 7 quarters.
Boston Family Office's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $216K in Q4 2021.
151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Boston Family Office's 13F filing for Q3 2022, filed 8 Nov 2022.