Graves Light Lenhart Wealth’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Graves Light Lenhart Wealth’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	-26,850	Closed	-$1.33M	–	179
2022 Q3	$1.33M	Buy	26,850 +1	+0%	+$52	0.22%	75
2022 Q2	$1.4M	Hold	26,849	–	–	0.21%	73
2022 Q1	$1.46M	Buy	26,849 +1	+0%	+$55	0.2%	70
2021 Q4	$1.48M	Hold	26,848	–	–	0.21%	69
2021 Q3	$1.47M	Sell	26,848 -46	-0.2%	-$2.53K	0.23%	61
2021 Q2	$1.48M	Hold	26,894	–	–	0.24%	61
2021 Q1	$1.48M	Hold	26,894	–	–	0.25%	62
2020 Q4	$1.46M	Buy	26,894 +1	+0%	+$54	0.27%	61
2020 Q3	$1.45M	Hold	26,893	–	–	0.32%	57
2020 Q2	$1.43M	Sell	26,893 -372	-1%	-$19.6K	0.34%	59
2020 Q1	$1.41M	Sell	27,265 -175	-0.6%	-$9.15K	0.38%	59
2019 Q4	$1.44M	Hold	27,440	–	–	0.3%	64
2019 Q3	$1.44M	Sell	27,440 -1,001	-4%	-$52.5K	0.32%	65
2019 Q2	$1.5M	Hold	28,441	–	–	0.36%	62
2019 Q1	$1.47M	Buy	28,441 +1,358	+5%	+$69.6K	0.37%	61
2018 Q4	$1.38M	Buy	+27,083	New	+$1.38M	0.4%	59

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

Graves Light Lenhart Wealth's STPZ Position: Q4 2022 in Review

Graves Light Lenhart Wealth sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 26,850 shares — an estimated $1.33M sold.

Graves Light Lenhart Wealth first reported a position in STPZ in Q4 2018 and held it in 16 quarters. The position peaked at $1.5M in Q2 2019. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Graves Light Lenhart Wealth reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 26,850 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $1.33M.
Graves Light Lenhart Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and held it in 16 quarters.
Graves Light Lenhart Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.5M 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 Graves Light Lenhart Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.