Delap Wealth Advisory’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 | $275K | Hold |
5,108
| – | – | 0.13% | 68 |
|
|
2025
Q1 | $276K | Hold |
5,108
| – | – | 0.15% | 64 |
|
|
2024
Q4 | $267K | Hold |
5,108
| – | – | 0.16% | 67 |
|
|
2024
Q3 | $270K | Hold |
5,108
| – | – | 0.17% | 52 |
|
|
2024
Q2 | $264K | Hold |
5,108
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $263K | Sell |
5,108
-5,108
| -50% | -$263K | 0.11% | 185 |
|
|
2023
Q4 | $523K | Buy |
10,216
+5,108
| +100% | +$261K | 0.24% | 50 |
|
|
2023
Q3 | $256K | Hold |
5,108
| – | – | 0.25% | 42 |
|
|
2023
Q2 | $257K | Sell |
5,108
-403
| -7% | -$20.3K | 0.25% | 36 |
|
|
2023
Q1 | $281K | Buy |
+5,511
| New | +$281K | 0.29% | 41 |
|