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JD Financial Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

JD Financial Services’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
2021
Q1 		– Sell
-4,523
Closed -$245K – 56
2020
Q4 		$245K Buy
+4,523
New +$243K 0.27% 43

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JD Financial Services's STPZ Position: Q1 2021 in Review

JD Financial Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2021, closing a stake of 4,523 shares — an estimated $245K sold.

JD Financial Services first reported a position in STPZ in Q4 2020 and held it in 1 quarter. The position peaked at $245K in Q4 2020. 106 funds tracked by Wall St. Rank hold STPZ as of Q1 2021.

  • JD Financial Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • JD Financial Services sold 4,523 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2021, an estimated $245K.
  • JD Financial Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 1 quarter.
  • JD Financial Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $245K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2021.

Based on JD Financial Services's 13F filing for Q1 2021, filed 18 May 2021.