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Koss-Olinger Consulting’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Koss-Olinger Consulting’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
-801,463
Closed -$39.6M – 268
2022
Q3 		$39.6M Buy
+801,463
New +$41.4M 6.74% 3

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Koss-Olinger Consulting's STPZ Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 801,463 shares — an estimated $39.6M sold.

Koss-Olinger Consulting first reported a position in STPZ in Q3 2022 and held it in 1 quarter. The position peaked at $39.6M in Q3 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

  • Koss-Olinger Consulting reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 801,463 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $39.6M.
  • Koss-Olinger Consulting first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
  • Koss-Olinger Consulting's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $39.6M in Q3 2022.
  • 146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.