Clear Perspectives Financial Planning’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q3	–	Sell	-389	Closed	-$20K	–	233
2022 Q2	$20K	Sell	389 -257,187	-100%	-$13.7M	0.01%	128
2022 Q1	$14M	Sell	257,576 -51,537	-17%	-$2.82M	5.32%	8
2021 Q4	$17.1M	Buy	309,113 +28,259	+10%	+$1.56M	6.9%	4
2021 Q3	$15.4M	Buy	280,854 +44,198	+19%	+$2.43M	6.98%	3
2021 Q2	$13M	Buy	236,656 +175,533	+287%	+$9.66M	6.29%	3
2021 Q1	$3.35M	Buy	+61,123	New	+$3.34M	1.94%	12

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspectives Financial Planning's STPZ Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 389 shares — an estimated $20K sold.

Clear Perspectives Financial Planning first reported a position in STPZ in Q1 2021 and held it in 6 quarters. The position peaked at $17.1M in Q4 2021. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

Clear Perspectives Financial Planning reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 389 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $20K.
Clear Perspectives Financial Planning first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 6 quarters.
Clear Perspectives Financial Planning's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $17.1M in Q4 2021.
151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.