CYG
STPZ icon

Clean Yield Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Clean Yield Group’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
2021
Q1 		– Sell
-91
Closed -$5K – 342
2020
Q4 		$5K Hold
91
– – ﹤0.01% 397
2020
Q3 		$5K Hold
91
– – ﹤0.01% 338
2020
Q2 		$5K Hold
91
– – ﹤0.01% 321
2020
Q1 		$5K Hold
91
– – ﹤0.01% 344
2019
Q4 		$5K Hold
91
– – ﹤0.01% 325
2019
Q3 		$5K Hold
91
– – ﹤0.01% 319
2019
Q2 		$5K Hold
91
– – ﹤0.01% 314
2019
Q1 		$5K Hold
91
– – ﹤0.01% 280
2018
Q4 		$5K Buy
+91
New +$4.64K ﹤0.01% 276

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return