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

Halpern Financial’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
Q2 		– Sell
-5,419
Closed -$295K – 345
2022
Q1 		$295K Buy
+5,419
New +$297K 0.11% 53

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Halpern Financial's STPZ Position: Q2 2022 in Review

Halpern Financial sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2022, closing a stake of 5,419 shares — an estimated $295K sold.

Halpern Financial first reported a position in STPZ in Q1 2022 and held it in 1 quarter. The position peaked at $295K in Q1 2022. 149 funds tracked by Wall St. Rank hold STPZ as of Q2 2022.

  • Halpern Financial reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 5,419 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $295K.
  • Halpern Financial first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • Halpern Financial's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $295K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.