InterOcean Capital Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

InterOcean Capital Group’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 Q1	$2.32M	Hold	45,090	–	–	0.06%	148
2023 Q4	$2.31M	Sell	45,090 -6,795	-13%	-$343K	0.06%	144
2023 Q3	$2.6M	Buy	51,885 +6,095	+13%	+$306K	0.08%	122
2023 Q2	$2.3M	Buy	+45,790	New	+$2.32M	0.07%	122

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

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

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

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

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

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

InterOcean Capital Group's STPZ Position: Q1 2024 in Review

InterOcean Capital Group held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q1 2024 at 45,090 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #148.

InterOcean Capital Group first reported a position in STPZ in Q2 2023 and has held it in 4 quarters since. The position peaked at $2.6M in Q3 2023. 113 funds tracked by Wall St. Rank hold STPZ as of Q1 2024.

InterOcean Capital Group held 45,090 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.32M as of Q1 2024.
InterOcean Capital Group left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2024.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.06% of InterOcean Capital Group's portfolio in Q1 2024, its #148 holding.
InterOcean Capital Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2023 and has held it in 4 quarters since.
InterOcean Capital Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.6M in Q3 2023.
113 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.