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

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-17,360
Closed -$880K – 156
2023
Q2 		$880K Buy
+17,360
New +$880K 0.03% 90
2020
Q3 		$15K Buy
+280
New +$15K 0.01% 257

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Houlihan Financial Resource Group's STPZ Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2023, closing a stake of 17,360 shares — an estimated $880K sold.

Houlihan Financial Resource Group first reported a position in STPZ in Q3 2020 and held it in 2 quarters. The position peaked at $880K in Q2 2023. 119 funds tracked by Wall St. Rank hold STPZ as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 17,360 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $880K.
  • Houlihan Financial Resource Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $880K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.