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

First Manhattan’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
2024 Q2	–	Sell	-113	Closed	-$5.82K	–	1233
2024 Q1	$5.82K	Hold	113	–	–	﹤0.01%	1175
2023 Q4	$5.78K	Hold	113	–	–	﹤0.01%	1177
2023 Q3	$5.66K	Hold	113	–	–	﹤0.01%	1214
2023 Q2	$5.68K	Hold	113	–	–	﹤0.01%	1217
2023 Q1	$5.77K	Hold	113	–	–	﹤0.01%	1279
2022 Q4	$5.63K	Hold	113	–	–	﹤0.01%	1367
2022 Q3	$5K	Hold	113	–	–	﹤0.01%	1320
2022 Q2	$5K	Hold	113	–	–	﹤0.01%	1342
2022 Q1	$6K	Hold	113	–	–	﹤0.01%	1364
2021 Q4	$6K	Hold	113	–	–	﹤0.01%	1360
2021 Q3	$6K	Hold	113	–	–	﹤0.01%	1367
2021 Q2	$6K	Hold	113	–	–	﹤0.01%	1364
2021 Q1	$6K	Hold	113	–	–	﹤0.01%	1316
2020 Q4	$6K	Hold	113	–	–	﹤0.01%	1196
2020 Q3	$6K	Buy	+113	New	+$6.07K	﹤0.01%	1183
2017 Q1	–	Sell	-166	Closed	-$8K	–	1454
2016 Q4	$8K	Hold	166	–	–	﹤0.01%	1203
2016 Q3	$8K	Hold	166	–	–	﹤0.01%	1221
2016 Q2	$8K	Buy	+166	New	+$8.7K	﹤0.01%	1264

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

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

BFG

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

First Manhattan's STPZ Position: Q2 2024 in Review

First Manhattan sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2024, closing a stake of 113 shares — an estimated $5.82K sold.

First Manhattan first reported a position in STPZ in Q2 2016 and held it in 18 quarters. The position peaked at $8K in Q4 2016. 105 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

First Manhattan reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 113 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $5.82K.
First Manhattan first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2016 and held it in 18 quarters.
First Manhattan's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $8K in Q4 2016.
105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.