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

Fiduciary Alliance’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 Q3	–	Sell	-13	Closed	-$654	–	849
2023 Q2	$654	Buy	+13	New	+$659	﹤0.01%	906
2023 Q1	–	Sell	-13	Closed	-$648	–	777
2022 Q4	$648	Buy	+13	New	+$649	﹤0.01%	833

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

AAS

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

Fiduciary Alliance's STPZ Position: Q3 2023 in Review

Fiduciary Alliance sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2023, closing a stake of 13 shares — an estimated $654 sold.

Fiduciary Alliance first reported a position in STPZ in Q4 2022 and held it in 2 quarters. The position peaked at $654 in Q2 2023. 119 funds tracked by Wall St. Rank hold STPZ as of Q3 2023.

Fiduciary Alliance reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 13 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $654.
Fiduciary Alliance first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $654 in Q2 2023.
119 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.