FS
STPZ icon

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

Ferguson Shapiro’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
-34,497
Closed -$1.7M – 46
2022
Q3 		$1.7M Buy
34,497
+14,651
+74% +$757K 1.02% 19
2022
Q2 		$1.04M Buy
19,846
+314
+2% +$16.8K 0.65% 19
2022
Q1 		$1.06M Buy
+19,532
New +$1.07M 0.52% 18
2021
Q3 		– Sell
-98,999
Closed -$5.45M – 37
2021
Q2 		$5.45M Sell
98,999
-665,446
-87% -$36.6M 3.18% 13
2021
Q1 		$41.9M Buy
764,445
+753,078
+6,625% +$41.1M 26.95% 1
2020
Q4 		$616K Buy
+11,367
New +$611K 0.46% 27

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return