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

Disciplined Investments’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
2023 Q2	–	Sell	-2,485	Closed	-$127K	–	1723
2023 Q1	$127K	Hold	2,485	–	–	0.05%	149
2022 Q4	$124K	Hold	2,485	–	–	0.06%	132
2022 Q3	$123K	Hold	2,485	–	–	0.06%	145
2022 Q2	$130K	Hold	2,485	–	–	0.06%	143
2022 Q1	$135K	Hold	2,485	–	–	0.06%	147
2021 Q4	$137K	Hold	2,485	–	–	0.06%	136
2021 Q3	$136K	Hold	2,485	–	–	0.07%	126
2021 Q2	$137K	Hold	2,485	–	–	0.07%	125
2021 Q1	$136K	Hold	2,485	–	–	0.08%	114
2020 Q4	$135K	Hold	2,485	–	–	0.09%	97
2020 Q3	$134K	Hold	2,485	–	–	0.1%	110
2020 Q2	$132K	Hold	2,485	–	–	0.1%	105
2020 Q1	$128K	Sell	2,485 -452	-15%	-$23.6K	0.12%	103
2019 Q4	$154K	Buy	+2,937	New	+$154K	0.13%	97

Other funds holding STPZ

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Disciplined Investments's STPZ Position: Q2 2023 in Review

Disciplined Investments sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 2,485 shares — an estimated $127K sold.

Disciplined Investments first reported a position in STPZ in Q4 2019 and held it in 14 quarters. The position peaked at $154K in Q4 2019. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

Disciplined Investments reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 2,485 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $127K.
Disciplined Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and held it in 14 quarters.
Disciplined Investments's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $154K in Q4 2019.
131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.