IFP Advisors’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

IFP Advisors’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	2049
2018 Q4	$3K	Sell	50 -442	-90%	-$22K	﹤0.01%	3102
2018 Q3	$25K	Hold	492	–	–	﹤0.01%	2348
2018 Q2	$25K	Hold	492	–	–	﹤0.01%	2349
2018 Q1	$25K	Hold	492	–	–	﹤0.01%	2263
2017 Q4	$25K	Sell	492 -343	-41%	-$17.3K	﹤0.01%	2294
2017 Q3	$42K	Buy	835 +785	+1,570%	+$39.8K	﹤0.01%	2103
2017 Q2	$3K	Hold	50	–	–	﹤0.01%	3668
2017 Q1	$3K	Buy	+50	New	+$2.53K	﹤0.01%	3590
2016 Q2	–	Sell	-50	Closed	-$3K	–	4194
2016 Q1	$3K	Buy	+50	New	+$2.55K	﹤0.01%	2041

Other funds holding TUZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's TUZ Position: Q1 2019 in Review

IFP Advisors held its PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) position steady in Q1 2019 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

IFP Advisors first reported a position in TUZ in Q1 2016 and has held it in 10 quarters since. The position peaked at $42K in Q3 2017. 28 funds tracked by Wall St. Rank hold TUZ as of Q1 2019.

IFP Advisors held 50 shares of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund worth $3K as of Q1 2019.
IFP Advisors left its PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund share count unchanged in Q1 2019.
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2049 holding.
IFP Advisors first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2016 and has held it in 10 quarters since.
IFP Advisors's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $42K in Q3 2017.
28 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.