Financial Advocates Investment Management’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 | – | Sell |
-7,865
| Closed | -$425K | – | 740 |
|
|
2025
Q1 | $425K | Buy |
7,865
+7
| +0.1% | +$378 | 0.03% | 460 |
|
|
2024
Q4 | $411K | Sell |
7,858
-125
| -2% | -$6.54K | 0.02% | 512 |
|
|
2024
Q3 | $422K | Sell |
7,983
-44
| -0.5% | -$2.32K | 0.02% | 506 |
|
|
2024
Q2 | $415K | Buy |
8,027
+44
| +0.6% | +$2.27K | 0.03% | 479 |
|
|
2024
Q1 | $411K | Sell |
7,983
-218
| -3% | -$11.2K | 0.02% | 496 |
|
|
2023
Q4 | $419K | Buy |
8,201
+405
| +5% | +$20.7K | 0.03% | 466 |
|
|
2023
Q3 | $391K | Buy |
7,796
+498
| +7% | +$24.9K | 0.03% | 465 |
|
|
2023
Q2 | $367K | Buy |
7,298
+421
| +6% | +$21.2K | 0.03% | 464 |
|
|
2023
Q1 | $351K | Buy |
+6,877
| New | +$351K | 0.03% | 501 |
|
|
2022
Q3 | – | Sell |
-21,865
| Closed | -$1.14M | – | 824 |
|
|
2022
Q2 | $1.14M | Sell |
21,865
-315
| -1% | -$16.5K | 0.09% | 242 |
|
|
2022
Q1 | $1.21M | Sell |
22,180
-1,327
| -6% | -$72.3K | 0.08% | 263 |
|
|
2021
Q4 | $1.3M | Buy |
+23,507
| New | +$1.3M | 0.08% | 274 |
|