ICA Group Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-235	Closed	-$12.1K	–	1259
2024 Q1	$12.1K	Hold	235	–	–	﹤0.01%	851
2023 Q4	$12K	Buy	+235	New	+$11.9K	﹤0.01%	839
2023 Q3	–	Sell	-265	Closed	-$13.3K	–	1093
2023 Q2	$13.3K	Sell	265 -97	-27%	-$4.92K	﹤0.01%	786
2023 Q1	$18.5K	Hold	362	–	–	﹤0.01%	684
2022 Q4	$18.1K	Buy	+362	New	+$18.1K	﹤0.01%	705

Other funds holding STPZ

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

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

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

BFG

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

ICA Group Wealth Management's STPZ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2024, closing a stake of 235 shares — an estimated $12.1K sold.

ICA Group Wealth Management first reported a position in STPZ in Q4 2022 and held it in 5 quarters. The position peaked at $18.5K in Q1 2023. 105 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

ICA Group Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 235 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $12.1K.
ICA Group Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $18.5K in Q1 2023.
105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.