IFP 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 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 2870 |
|
|
2025
Q1 | $10.8K | Buy |
+200
| New | +$10.8K | ﹤0.01% | 2555 |
|
|
2023
Q1 | – | Sell |
-976
| Closed | -$51K | – | 4320 |
|
|
2022
Q4 | $51K | Sell |
976
-6
| -0.6% | -$314 | ﹤0.01% | 2242 |
|
|
2022
Q3 | $52K | Buy |
982
+24
| +3% | +$1.27K | ﹤0.01% | 2342 |
|
|
2022
Q2 | $50K | Hold |
958
| – | – | ﹤0.01% | 2181 |
|
|
2022
Q1 | $50K | Buy |
+958
| New | +$50K | ﹤0.01% | 2181 |
|
|
2021
Q4 | – | Sell |
-4,423
| Closed | -$243K | – | 3437 |
|
|
2021
Q3 | $243K | Buy |
+4,423
| New | +$243K | ﹤0.01% | 826 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4243 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4125 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3941 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3799 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | – | – | 3625 |
|
|
2020
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3553 |
|
|
2019
Q4 | – | Sell |
-361
| Closed | -$19K | – | 3529 |
|
|
2019
Q3 | $19K | Buy |
+361
| New | +$19K | ﹤0.01% | 1792 |
|
|
2019
Q1 | $19K | Sell |
361
-39
| -10% | -$2.05K | ﹤0.01% | 1376 |
|
|
2018
Q4 | $20K | Sell |
400
-645
| -62% | -$32.3K | ﹤0.01% | 2116 |
|
|
2018
Q3 | $54K | Sell |
1,045
-1,944
| -65% | -$100K | ﹤0.01% | 1844 |
|
|
2018
Q2 | $155K | Sell |
2,989
-136
| -4% | -$7.05K | 0.01% | 1213 |
|
|
2018
Q1 | $162K | Hold |
3,125
| – | – | 0.01% | 1094 |
|
|
2017
Q4 | $162K | Sell |
3,125
-9
| -0.3% | -$467 | 0.01% | 1094 |
|
|
2017
Q3 | $164K | Buy |
3,134
+1
| +0% | +$52 | 0.01% | 1259 |
|
|
2017
Q2 | $163K | Buy |
3,133
+1
| +0% | +$52 | 0.01% | 1239 |
|
|
2017
Q1 | $165K | Sell |
3,132
-955
| -23% | -$50.3K | 0.01% | 1209 |
|
|
2016
Q4 | $214K | Sell |
4,087
-457
| -10% | -$23.9K | 0.01% | 1019 |
|
|
2016
Q3 | $239K | Sell |
4,544
-584
| -11% | -$30.7K | 0.01% | 912 |
|
|
2016
Q2 | $271K | Buy |
5,128
+4,767
| +1,320% | +$252K | 0.02% | 829 |
|
|
2016
Q1 | $19K | Sell |
361
-15,348
| -98% | -$808K | ﹤0.01% | 1376 |
|
|
2015
Q4 | $806K | Buy |
+15,709
| New | +$806K | 0.05% | 360 |
|