Danda Trouve Investment Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Danda Trouve Investment Management’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	$3K	Buy	66 +1	+2%	+$52	0.01%	102
2022 Q2	$3K	Buy	65 +2	+3%	+$107	﹤0.01%	88
2022 Q1	$3K	Hold	63	–	–	﹤0.01%	99
2021 Q4	$3K	Buy	63 +1	+2%	+$55	﹤0.01%	121
2021 Q3	$3K	Sell	62 -123	-66%	-$6.77K	﹤0.01%	145
2021 Q2	$10K	Buy	185 +2	+1%	+$110	0.01%	122
2021 Q1	$10K	Hold	183	–	–	0.01%	95
2020 Q4	$10K	Buy	183 +2	+1%	+$107	0.01%	108
2020 Q3	$10K	Buy	181 +1	+0.6%	+$54	0.01%	101
2020 Q2	$10K	Buy	180 +1	+0.6%	+$53	0.02%	99
2020 Q1	$9K	Hold	179	–	–	0.02%	99
2019 Q4	$9K	Buy	+179	New	+$9.37K	0.01%	112

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

Danda Trouve Investment Management's STPZ Position: Q3 2022 in Review

Danda Trouve Investment Management increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.5% in Q3 2022, buying an estimated $52 and bringing the position to 66 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #102.

Danda Trouve Investment Management first reported a position in STPZ in Q4 2019 and has held it in 12 quarters since. The position peaked at $10K in Q2 2021. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

Danda Trouve Investment Management held 66 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $3K as of Q3 2022.
Danda Trouve Investment Management bought 1 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share in Q3 2022, an estimated $52.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #102 holding.
Danda Trouve Investment Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $10K in Q2 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 Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.