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Corbenic Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Corbenic Partners’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
2020
Q2 		– Sell
-187
Closed -$10K – 196
2020
Q1 		$10K Buy
+187
New +$9.77K 0.01% 103
2015
Q1 		– Sell
-27
Closed -$1K – 208
2014
Q4 		$1K Buy
+27
New +$1.41K ﹤0.01% 213

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corbenic Partners's STPZ Position: Q2 2020 in Review

Corbenic Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2020, closing a stake of 187 shares — an estimated $10K sold.

Corbenic Partners first reported a position in STPZ in Q4 2014 and held it in 2 quarters. The position peaked at $10K in Q1 2020. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2020.

  • Corbenic Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Corbenic Partners sold 187 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2020, an estimated $10K.
  • Corbenic Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 2 quarters.
  • Corbenic Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $10K in Q1 2020.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2020.

Based on Corbenic Partners's 13F filing for Q2 2020, filed 17 Jul 2020.