Herold Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
33,125
-132
| -0.4% | -$7.1K | 0.37% | 75 |
|
|
2025
Q1 | $1.8M | Buy |
33,257
+2,124
| +7% | +$115K | 0.39% | 74 |
|
|
2024
Q4 | $1.63M | Buy |
31,133
+4,484
| +17% | +$235K | 0.35% | 77 |
|
|
2024
Q3 | $1.41M | Buy |
26,649
+2,170
| +9% | +$115K | 0.31% | 87 |
|
|
2024
Q2 | $1.26M | Buy |
24,479
+969
| +4% | +$50K | 0.29% | 96 |
|
|
2024
Q1 | $1.21M | Buy |
23,510
+1,200
| +5% | +$61.8K | 0.29% | 101 |
|
|
2023
Q4 | $1.14M | Buy |
+22,310
| New | +$1.14M | 0.32% | 92 |
|