Concurrent Investment Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
40,636
+2,121
| +6% | +$114K | 0.04% | 406 |
|
|
2025
Q1 | $2.08M | Buy |
38,515
+3,151
| +9% | +$170K | 0.05% | 356 |
|
|
2024
Q4 | $1.85M | Buy |
35,364
+1,247
| +4% | +$65.2K | 0.05% | 340 |
|
|
2024
Q3 | $1.8M | Buy |
34,117
+3,727
| +12% | +$197K | 0.05% | 338 |
|
|
2024
Q2 | $1.57M | Buy |
30,390
+3,885
| +15% | +$201K | 0.05% | 332 |
|
|
2024
Q1 | $1.36M | Buy |
26,505
+14,516
| +121% | +$748K | 0.06% | 316 |
|
|
2023
Q4 | $613K | Buy |
+11,989
| New | +$613K | 0.03% | 447 |
|