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

IndexIQ Advisors’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
2020 Q1	–	Sell	-3	Closed	–	–	1122
2019 Q4	$0	Hold	3	–	–	﹤0.01%	819
2019 Q3	$0	Hold	3	–	–	﹤0.01%	574
2019 Q2	$0	Sell	3 -53,380	-100%	-$2.78M	﹤0.01%	589
2019 Q1	$2.76M	Sell	53,383 -36,114	-40%	-$1.85M	0.08%	160
2018 Q4	$4.55M	Buy	89,497 +33,139	+59%	+$1.69M	0.13%	147
2018 Q3	$2.89M	Buy	56,358 +20,120	+56%	+$1.03M	0.09%	186
2018 Q2	$1.88M	Buy	36,238 +14,321	+65%	+$740K	0.06%	389
2018 Q1	$1.14M	Buy	21,917 +15,976	+269%	+$828K	0.04%	442
2017 Q4	$308K	Sell	5,941 -8,030	-57%	-$419K	0.01%	496
2017 Q3	$730K	Sell	13,971 -204,546	-94%	-$10.7M	0.03%	389
2017 Q2	$11.4M	Buy	218,517 +210,776	+2,723%	+$11.1M	0.55%	47
2017 Q1	$408K	Buy	+7,741	New	+$407K	0.02%	212

Other funds holding STPZ

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IndexIQ Advisors's STPZ Position: Q1 2020 in Review

IndexIQ Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2020, closing a stake of 3 shares.

IndexIQ Advisors first reported a position in STPZ in Q1 2017 and held it in 12 quarters. The position peaked at $11.4M in Q2 2017. 100 funds tracked by Wall St. Rank hold STPZ as of Q1 2020.

IndexIQ Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
IndexIQ Advisors sold 3 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2020.
IndexIQ Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2017 and held it in 12 quarters.
IndexIQ Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $11.4M in Q2 2017.
100 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2020.

Based on IndexIQ Advisors's 13F filing for Q1 2020, filed 8 May 2020.