H&H Retirement Design & Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

H&H Retirement Design & 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
2022 Q1	–	Sell	-13,162	Closed	-$721K	–	65
2021 Q4	$721K	Sell	13,162 -107,996	-89%	-$5.95M	0.46%	39
2021 Q3	$6.65M	Buy	121,158 +4,001	+3%	+$220K	4.09%	12
2021 Q2	$6.46M	Sell	117,157 -7,183	-6%	-$395K	3.96%	12
2021 Q1	$6.83M	Buy	+124,340	New	+$6.79M	4.1%	10
2020 Q3	$5.57M	Buy	103,270 +89,649	+658%	+$4.82M	4.37%	8
2020 Q2	$725K	Sell	13,621 -1,835	-12%	-$96.6K	0.64%	31
2020 Q1	$799K	Buy	+15,456	New	+$808K	0.76%	32

Other funds holding STPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

H&H Retirement Design & Management's STPZ Position: Q1 2022 in Review

H&H Retirement Design & Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2022, closing a stake of 13,162 shares — an estimated $721K sold.

H&H Retirement Design & Management first reported a position in STPZ in Q1 2020 and held it in 7 quarters. The position peaked at $6.83M in Q1 2021. 148 funds tracked by Wall St. Rank hold STPZ as of Q1 2022.

H&H Retirement Design & Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
H&H Retirement Design & Management sold 13,162 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $721K.
H&H Retirement Design & Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 7 quarters.
H&H Retirement Design & Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6.83M in Q1 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 H&H Retirement Design & Management's 13F filing for Q1 2022, filed 11 Apr 2022.