Courage Miller Partners’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 | $543K | Hold |
10,084
| – | – | 0.17% | 52 |
|
2025
Q1 | $545K | Hold |
10,084
| – | – | 0.18% | 50 |
|
2024
Q4 | $527K | Sell |
10,084
-3
| -0% | -$157 | 0.18% | 56 |
|
2024
Q3 | $533K | Hold |
10,087
| – | – | 0.18% | 56 |
|
2024
Q2 | $521K | Sell |
10,087
-81
| -0.8% | -$4.18K | 0.19% | 55 |
|
2024
Q1 | $524K | Hold |
10,168
| – | – | 0.18% | 57 |
|
2023
Q4 | $520K | Hold |
10,168
| – | – | 0.2% | 51 |
|
2023
Q3 | $509K | Sell |
10,168
-943
| -8% | -$47.2K | 0.21% | 51 |
|
2023
Q2 | $559K | Sell |
11,111
-495
| -4% | -$24.9K | 0.23% | 50 |
|
2023
Q1 | $592K | Hold |
11,606
| – | – | 0.25% | 49 |
|
2022
Q4 | $579K | Sell |
11,606
-126
| -1% | -$6.28K | 0.27% | 46 |
|
2022
Q3 | $580K | Hold |
11,732
| – | – | 0.29% | 45 |
|
2022
Q2 | $613K | Hold |
11,732
| – | – | 0.29% | 45 |
|
2022
Q1 | $639K | Sell |
11,732
-100
| -0.8% | -$5.45K | 0.25% | 49 |
|
2021
Q4 | $653K | Sell |
11,832
-650
| -5% | -$35.9K | 0.25% | 53 |
|
2021
Q3 | $685K | Sell |
12,482
-1,053
| -8% | -$57.8K | 0.28% | 50 |
|
2021
Q2 | $745K | Sell |
13,535
-10
| -0.1% | -$550 | 0.3% | 50 |
|
2021
Q1 | $743K | Hold |
13,545
| – | – | 0.32% | 48 |
|
2020
Q4 | $734K | Sell |
13,545
-291
| -2% | -$15.8K | 0.34% | 46 |
|
2020
Q3 | $736K | Hold |
13,836
| – | – | 0.4% | 41 |
|
2020
Q2 | $735K | Hold |
13,836
| – | – | 0.4% | 41 |
|
2020
Q1 | $715K | Sell |
13,836
-468
| -3% | -$24.2K | 0.44% | 38 |
|
2019
Q4 | $749K | Hold |
14,304
| – | – | 0.38% | 42 |
|
2019
Q3 | $750K | Sell |
14,304
-2,315
| -14% | -$121K | 0.41% | 42 |
|
2019
Q2 | $874K | Sell |
16,619
-48,245
| -74% | -$2.54M | 0.48% | 40 |
|
2019
Q1 | $3.35M | Sell |
64,864
-1,401
| -2% | -$72.4K | 1.9% | 18 |
|
2018
Q4 | $3.37M | Sell |
66,265
-267
| -0.4% | -$13.6K | 2% | 18 |
|
2018
Q3 | $3.41M | Sell |
66,532
-703
| -1% | -$36.1K | 1.97% | 16 |
|
2018
Q2 | $3.48M | Sell |
67,235
-2,239
| -3% | -$116K | 2.06% | 16 |
|
2018
Q1 | $3.61M | Sell |
69,474
-1,347
| -2% | -$70K | 2.19% | 14 |
|
2017
Q4 | $3.68M | Sell |
70,821
-55
| -0.1% | -$2.86K | 2.23% | 13 |
|
2017
Q3 | $3.7M | Sell |
70,876
-294
| -0.4% | -$15.3K | 2.31% | 13 |
|
2017
Q2 | $3.71M | Buy |
71,170
+16
| +0% | +$835 | 2.45% | 12 |
|
2017
Q1 | $3.76M | Sell |
71,154
-1,331
| -2% | -$70.3K | 2.6% | 12 |
|
2016
Q4 | $3.8M | Sell |
72,485
-1,424
| -2% | -$74.7K | 2.65% | 11 |
|
2016
Q3 | $3.89M | Hold |
73,909
| – | – | 2.69% | 10 |
|
2016
Q2 | $3.91M | Sell |
73,909
-3,928
| -5% | -$208K | 2.79% | 9 |
|
2016
Q1 | $4.08M | Sell |
77,837
-730
| -0.9% | -$38.2K | 2.85% | 9 |
|
2015
Q4 | $4.03M | Buy |
78,567
+2,486
| +3% | +$128K | 2.79% | 10 |
|
2015
Q3 | $3.92M | Sell |
76,081
-3,262
| -4% | -$168K | 2.92% | 10 |
|
2015
Q2 | $4.14M | Sell |
79,343
-4,828
| -6% | -$252K | 3.08% | 9 |
|
2015
Q1 | $4.37M | Sell |
84,171
-8,952
| -10% | -$465K | 3.27% | 7 |
|
2014
Q4 | $4.82M | Sell |
93,123
-302
| -0.3% | -$15.6K | 3.98% | 3 |
|
2014
Q3 | $4.91M | Sell |
93,425
-227
| -0.2% | -$11.9K | 3.82% | 5 |
|
2014
Q2 | $5.02M | Sell |
93,652
-1,716
| -2% | -$91.9K | 3.68% | 4 |
|
2014
Q1 | $5.05M | Sell |
95,368
-3,268
| -3% | -$173K | 3.97% | 4 |
|
2013
Q4 | $5.22M | Sell |
98,636
-9,159
| -8% | -$484K | 4.42% | 4 |
|
2013
Q3 | $5.72M | Sell |
107,795
-3,868
| -3% | -$205K | 4.69% | 5 |
|
2013
Q2 | $5.88M | Buy |
+111,663
| New | +$5.88M | 5.34% | 5 |
|