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

Buckingham Strategic Wealth’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 Q2	$1.8M	Sell	34,933 -780	-2%	-$40.1K	0.02%	248
2024 Q1	$1.84M	Sell	35,713 -3,447	-9%	-$177K	0.02%	252
2023 Q4	$2M	Buy	39,160 +4,105	+12%	+$207K	0.02%	233
2023 Q3	$1.76M	Buy	35,055 +2,437	+7%	+$122K	0.02%	225
2023 Q2	$1.64M	Sell	32,618 -8,442	-21%	-$428K	0.02%	233
2023 Q1	$2.05M	Hold	41,060	–	–	0.04%	177
2022 Q4	$2.05M	Buy	41,060 +22,815	+125%	+$1.14M	0.04%	177
2022 Q3	$902K	Buy	+18,245	New	+$943K	0.02%	269

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

AAS

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

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Buckingham Strategic Wealth's STPZ Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 2.2% in Q2 2024, selling an estimated $40.1K and leaving 34,933 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #248.

Buckingham Strategic Wealth first reported a position in STPZ in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.05M in Q1 2023. 105 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

Buckingham Strategic Wealth held 34,933 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.8M as of Q2 2024.
Buckingham Strategic Wealth sold 780 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $40.1K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #248 holding.
Buckingham Strategic Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 8 quarters since.
Buckingham Strategic Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.05M in Q1 2023.
105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.