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

Hudock Inc’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 Q4	–	Sell	-193	Closed	-$9K	–	655
2022 Q3	$9K	Buy	193 +1	+0.5%	+$52	﹤0.01%	540
2022 Q2	$10K	Buy	192 +2	+1%	+$107	﹤0.01%	526
2022 Q1	$10K	Hold	190	–	–	﹤0.01%	545
2021 Q4	$10K	Buy	+190	New	+$10.5K	﹤0.01%	537
2018 Q4	–	Sell	-333	Closed	-$17K	–	693
2018 Q3	$17K	Hold	333	–	–	0.01%	372
2018 Q2	$17K	Hold	333	–	–	0.01%	363
2018 Q1	$17K	Hold	333	–	–	0.01%	383
2017 Q4	$17K	Hold	333	–	–	0.01%	371
2017 Q3	$17K	Hold	333	–	–	0.01%	375
2017 Q2	$17K	Hold	333	–	–	0.01%	356
2017 Q1	$17K	Hold	333	–	–	0.01%	344
2016 Q4	$17K	Hold	333	–	–	0.01%	326
2016 Q3	$17K	Hold	333	–	–	0.01%	338
2016 Q2	$17K	Hold	333	–	–	0.01%	353
2016 Q1	$17K	Hold	333	–	–	0.01%	354
2015 Q4	$17K	Hold	333	–	–	0.01%	328
2015 Q3	$17K	Hold	333	–	–	0.01%	342
2015 Q2	$17K	Hold	333	–	–	0.01%	342
2015 Q1	$17K	Buy	+333	New	+$17.3K	0.01%	357

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Hudock Inc's STPZ Position: Q4 2022 in Review

Hudock Inc sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 193 shares — an estimated $9K sold.

Hudock Inc first reported a position in STPZ in Q1 2015 and held it in 19 quarters. The position peaked at $17K in Q3 2018. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Hudock Inc reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 193 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $9K.
Hudock Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2015 and held it in 19 quarters.
Hudock Inc's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $17K in Q3 2018.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.