CFS Investment Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

CFS Investment Advisory Services’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 Q3	–	Sell	-4,732	Closed	-$244K	–	296
2024 Q2	$244K	Buy	4,732 +475	+11%	+$24.4K	0.02%	239
2024 Q1	$219K	Sell	4,257 -102	-2%	-$5.23K	0.04%	150
2023 Q4	$223K	Buy	+4,359	New	+$220K	0.04%	143
2022 Q4	–	Sell	-11,800	Closed	-$583K	–	132
2022 Q3	$583K	Buy	11,800 +1,821	+18%	+$94.1K	0.15%	69
2022 Q2	$522K	Buy	+9,979	New	+$533K	0.08%	163
2021 Q4	$224K	Buy	+4,091	New	+$225K	0.03%	206

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

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

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CFS Investment Advisory Services's STPZ Position: Q3 2024 in Review

CFS Investment Advisory Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2024, closing a stake of 4,732 shares — an estimated $244K sold.

CFS Investment Advisory Services first reported a position in STPZ in Q4 2021 and held it in 6 quarters. The position peaked at $583K in Q3 2022. 108 funds tracked by Wall St. Rank hold STPZ as of Q3 2024.

CFS Investment Advisory Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 4,732 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $244K.
CFS Investment Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 6 quarters.
CFS Investment Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $583K in Q3 2022.
108 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on CFS Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.