Global Retirement Partners’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 | $74.5K | Buy |
+1,384
| New | +$74.5K | ﹤0.01% | 1569 |
|
2024
Q4 | $53.8K | Buy |
+1,029
| New | +$53.8K | ﹤0.01% | 1586 |
|
2023
Q1 | – | Sell |
-319
| Closed | -$15.9K | – | 3328 |
|
2022
Q4 | $15.9K | Sell |
319
-725
| -69% | -$36.2K | ﹤0.01% | 1568 |
|
2022
Q3 | $52K | Hold |
1,044
| – | – | ﹤0.01% | 1002 |
|
2022
Q2 | $55K | Hold |
1,044
| – | – | ﹤0.01% | 958 |
|
2022
Q1 | $56K | Buy |
+1,044
| New | +$56K | ﹤0.01% | 958 |
|
2021
Q4 | – | Sell |
-1,044
| Closed | -$57K | – | 1603 |
|
2021
Q3 | $57K | Hold |
1,044
| – | – | 0.01% | 820 |
|
2021
Q2 | $57K | Hold |
1,044
| – | – | 0.01% | 805 |
|
2021
Q1 | $57K | Hold |
1,044
| – | – | 0.01% | 741 |
|
2020
Q4 | $57K | Hold |
1,044
| – | – | 0.01% | 688 |
|
2020
Q3 | $56K | Hold |
1,044
| – | – | 0.01% | 613 |
|
2020
Q2 | $56K | Buy |
1,044
+319
| +44% | +$17.1K | 0.01% | 612 |
|
2020
Q1 | $37K | Hold |
725
| – | – | 0.01% | 636 |
|
2019
Q4 | $38K | Hold |
725
| – | – | 0.01% | 711 |
|
2019
Q3 | $38K | Hold |
725
| – | – | 0.01% | 696 |
|
2019
Q2 | $38K | Hold |
725
| – | – | 0.01% | 683 |
|
2019
Q1 | $37K | Hold |
725
| – | – | 0.01% | 630 |
|
2018
Q4 | $37K | Hold |
725
| – | – | 0.01% | 577 |
|
2018
Q3 | $37K | Hold |
725
| – | – | 0.01% | 636 |
|
2018
Q2 | $38K | Hold |
725
| – | – | 0.01% | 609 |
|
2018
Q1 | $38K | Hold |
725
| – | – | 0.01% | 597 |
|
2017
Q4 | $38K | Buy |
+725
| New | +$38K | 0.01% | 573 |
|
2017
Q1 | – | Sell |
-350
| Closed | -$18K | – | 1145 |
|
2016
Q4 | $18K | Buy |
+350
| New | +$18K | 0.01% | 543 |
|