Essential Planning’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 | $1.29M | Sell |
23,996
-751
| -3% | -$40.4K | 0.48% | 29 |
|
|
2025
Q1 | $1.34M | Sell |
24,747
-1,478,435
| -98% | -$79.9M | 0.54% | 26 |
|
|
2024
Q4 | $78.9M | Buy |
1,503,182
+1,477,872
| +5,839% | +$77.6M | 0.51% | 20 |
|
|
2024
Q3 | $1.34M | Sell |
25,310
-836
| -3% | -$44.2K | 0.55% | 24 |
|
|
2024
Q2 | $1.35M | Buy |
26,146
+1,100
| +4% | +$56.8K | 0.59% | 24 |
|
|
2024
Q1 | $1.28M | Hold |
25,046
| – | – | 0.64% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
25,046
+5,199
| +26% | +$266K | 0.65% | 20 |
|
|
2023
Q3 | $994K | Sell |
19,847
-10
| -0.1% | -$501 | 0.55% | 22 |
|
|
2023
Q2 | $999K | Buy |
19,857
+1,737
| +10% | +$87.4K | 0.57% | 19 |
|
|
2023
Q1 | $925K | Buy |
+18,120
| New | +$925K | 0.56% | 21 |
|