Investment House LLC’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Investment House LLC’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
2022 Q4	–	Sell	-4,376	Closed	-$216K	–	181
2022 Q3	$216K	Hold	4,376	–	–	0.02%	168
2022 Q2	$229K	Sell	4,376 -378	-8%	-$20.2K	0.02%	160
2022 Q1	$259K	Sell	4,754 -574	-11%	-$31.4K	0.02%	162
2021 Q4	$294K	Buy	+5,328	New	+$294K	0.02%	162

Other funds holding STPZ

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Investment House LLC's STPZ Position: Q4 2022 in Review

Investment House LLC sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 4,376 shares — an estimated $216K sold.

Investment House LLC first reported a position in STPZ in Q4 2021 and held it in 4 quarters. The position peaked at $294K in Q4 2021. 147 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Investment House LLC reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Investment House LLC sold 4,376 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $216K.
Investment House LLC first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 4 quarters.
Investment House LLC's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $294K in Q4 2021.
147 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Investment House LLC's 13F filing for Q4 2022, filed 7 Feb 2023.