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Glassman Wealth Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-112
Closed -$6K – 1935
2021
Q4 		$6K Buy
+112
New +$6.17K ﹤0.01% 944

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Glassman Wealth Services's STPZ Position: Q1 2022 in Review

Glassman Wealth Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2022, closing a stake of 112 shares — an estimated $6K sold.

Glassman Wealth Services first reported a position in STPZ in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 148 funds tracked by Wall St. Rank hold STPZ as of Q1 2022.

  • Glassman Wealth Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 112 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $6K.
  • Glassman Wealth Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • Glassman Wealth Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.