Carson Wealth (CWM LLC)’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
Q3 | $133K | Sell |
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|
2025
Q2 | $166K | Sell |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $19M | Sell |
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|
2024
Q3 | $19.6M | Sell |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $155K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $25.7M | Sell |
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|
2023
Q1 | $27.4M | Sell |
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|
2022
Q4 | $28.9M | Sell |
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|
2022
Q3 | $31.6M | Buy |
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|
2022
Q2 | $949K | Sell |
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|
2022
Q1 | $16.4M | Buy |
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|
2021
Q4 | $14.4M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Sell |
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|
2016
Q1 | $5K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $462K | Buy |
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