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

Gradient Investments’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 Q4	–	Sell	-149	Closed	-$7K	–	1657
2022 Q3	$7K	Buy	+149	New	+$7.7K	﹤0.01%	889
2022 Q2	–	Sell	-10	Closed	-$1K	–	1372
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1135
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1186
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1106
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1105
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	1107
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1086
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	1091
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	1004
2020 Q1	$1K	Sell	10 -24	-71%	-$1.25K	﹤0.01%	1041
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	962
2019 Q3	$2K	Sell	34 -1,229	-97%	-$64.5K	﹤0.01%	942
2019 Q2	$66K	Buy	1,263 +1,253	+12,530%	+$65.2K	﹤0.01%	351
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	822
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	895
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	935
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	931
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	944
2017 Q4	$1K	Buy	+10	New	+$521	﹤0.01%	952
2017 Q3	–	Sell	-10	Closed	-$1K	–	643
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	756
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	732
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	695
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	669
2016 Q2	$1K	Buy	+10	New	+$524	﹤0.01%	673

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

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

Gradient Investments's STPZ Position: Q4 2022 in Review

Gradient Investments sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 149 shares — an estimated $7K sold.

Gradient Investments first reported a position in STPZ in Q2 2016 and held it in 24 quarters. The position peaked at $66K in Q2 2019. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Gradient Investments reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 149 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $7K.
Gradient Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2016 and held it in 24 quarters.
Gradient Investments's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $66K in Q2 2019.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.