Burt Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Hold |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $793K | Hold |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q3 | $695K | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $481K | Buy |
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