Golden State Wealth Management
STPZ icon

Golden State Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Golden State Wealth Management’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
2019
Q3 		– Sell
-1,621
Closed -$85K – 1141
2019
Q2 		$85K Hold
1,621
– – 0.03% 354
2019
Q1 		$84K Buy
+1,621
New +$83.1K 0.03% 350

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Suntrust Banks
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Golden State Wealth Management's STPZ Position: Q3 2019 in Review

Golden State Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2019, closing a stake of 1,621 shares — an estimated $85K sold.

Golden State Wealth Management first reported a position in STPZ in Q1 2019 and held it in 2 quarters. The position peaked at $85K in Q2 2019. 91 funds tracked by Wall St. Rank hold STPZ as of Q3 2019.

  • Golden State Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,621 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2019, an estimated $85K.
  • Golden State Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $85K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.