Evermay Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Evermay Wealth 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 Q4	–	Sell	-317	Closed	-$16K	–	591
2022 Q3	$16K	Sell	317 -228	-42%	-$11.8K	﹤0.01%	361
2022 Q2	$28K	Sell	545 -4,164	-88%	-$222K	0.01%	319
2022 Q1	$257K	Buy	4,709 +4,474	+1,904%	+$245K	0.04%	163
2021 Q4	$13K	Buy	+235	New	+$13K	﹤0.01%	388

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

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

AAS

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

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

Evermay Wealth Management's STPZ Position: Q4 2022 in Review

Evermay Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 317 shares — an estimated $16K sold.

Evermay Wealth Management first reported a position in STPZ in Q4 2021 and held it in 4 quarters. The position peaked at $257K in Q1 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Evermay Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Evermay Wealth Management sold 317 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $16K.
Evermay Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 4 quarters.
Evermay Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $257K in Q1 2022.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.