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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
-594,838
Closed -$595K – 249
2022
Q3 		$595K Buy
594,838
+584,859
+5,861% +$30.2M 0.14% 83
2022
Q2 		$522K Sell
9,979
-279,473
-97% -$14.9M 0.08% 163
2022
Q1 		$5K Buy
289,452
+285,361
+6,975% +$15.6M 0.02% 212
2021
Q4 		$224K Buy
+4,091
New +$225K 0.03% 206

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return