Csenge Advisory Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Csenge Advisory 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
2022 Q2	–	Sell	-7,056	Closed	-$384K	–	672
2022 Q1	$384K	Buy	+7,056	New	+$386K	0.03%	437
2021 Q4	–	Sell	-9,554	Closed	-$523K	–	611
2021 Q3	$523K	Buy	+9,554	New	+$526K	0.04%	352

Other funds holding STPZ

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

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Csenge Advisory Group's STPZ Position: Q2 2022 in Review

Csenge Advisory Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2022, closing a stake of 7,056 shares — an estimated $384K sold.

Csenge Advisory Group first reported a position in STPZ in Q3 2021 and held it in 2 quarters. The position peaked at $523K in Q3 2021. 149 funds tracked by Wall St. Rank hold STPZ as of Q2 2022.

Csenge Advisory Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 7,056 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $384K.
Csenge Advisory Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 2 quarters.
Csenge Advisory Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $523K in Q3 2021.
149 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.