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 New York $1.89T AUM 35.08% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clean Yield Group's STPZ Position: Q1 2021 in Review

Clean Yield Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2021, closing a stake of 91 shares — an estimated $5K sold.

Clean Yield Group first reported a position in STPZ in Q4 2018 and held it in 9 quarters. The position peaked at $5K in Q4 2020. 106 funds tracked by Wall St. Rank hold STPZ as of Q1 2021.

Clean Yield Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Clean Yield Group sold 91 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2021, an estimated $5K.
Clean Yield Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and held it in 9 quarters.
Clean Yield Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $5K in Q4 2020.
106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.