BWA
Burt Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Hold |
15,052
| – | – | 0.19% | 50 |
|
|
2025
Q1 | $813K | Buy |
15,052
+70
| +0.5% | +$3.78K | 0.2% | 45 |
|
|
2024
Q4 | $784K | Sell |
14,982
-30
| -0.2% | -$1.57K | 0.2% | 46 |
|
|
2024
Q3 | $793K | Hold |
15,012
| – | – | 0.2% | 48 |
|
|
2024
Q2 | $775K | Sell |
15,012
-1,800
| -11% | -$93K | 0.2% | 48 |
|
|
2024
Q1 | $866K | Sell |
16,812
-663
| -4% | -$34.1K | 0.22% | 41 |
|
|
2023
Q4 | $894K | Buy |
17,475
+3,591
| +26% | +$184K | 0.26% | 41 |
|
|
2023
Q3 | $695K | Sell |
13,884
-21,708
| -61% | -$1.09M | 0.21% | 45 |
|
|
2023
Q2 | $1.79M | Sell |
35,592
-85
| -0.2% | -$4.28K | 0.54% | 22 |
|
|
2023
Q1 | $1.82M | Buy |
35,677
+26,024
| +270% | +$1.33M | 0.57% | 22 |
|
|
2022
Q4 | $481K | Buy |
+9,653
| New | +$481K | 0.16% | 55 |
|