Excalibur Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $278K | Buy |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $258K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $256K | Buy |
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