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Hoxton Planning & Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Hoxton Planning & 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
2023
Q1 		– Sell
-4,683
Closed -$234K – 173
2022
Q4 		$234K Buy
+4,683
New +$234K 0.12% 141

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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

Hoxton Planning & Management's STPZ Position: Q1 2023 in Review

Hoxton Planning & Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023, closing a stake of 4,683 shares — an estimated $234K sold.

Hoxton Planning & Management first reported a position in STPZ in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

  • Hoxton Planning & Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 4,683 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $234K.
  • Hoxton Planning & Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Hoxton Planning & Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $234K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Hoxton Planning & Management's 13F filing for Q1 2023, filed 15 May 2023.