L. Roy Papp & Associates’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

L. Roy Papp & Associates’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	-4,172	Closed	-$226K	–	182
2020 Q4	$226K	Sell	4,172 -200	-5%	-$10.7K	0.03%	167
2020 Q3	$236K	Hold	4,372	–	–	0.03%	160
2020 Q2	$233K	Hold	4,372	–	–	0.03%	149
2020 Q1	$226K	Hold	4,372	–	–	0.04%	143
2019 Q4	$229K	Hold	4,372	–	–	0.03%	165
2019 Q3	$229K	Hold	4,372	–	–	0.04%	157
2019 Q2	$230K	Buy	+4,372	New	+$228K	0.04%	158

Other funds holding STPZ

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

L. Roy Papp & Associates's STPZ Position: Q1 2021 in Review

L. Roy Papp & Associates sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2021, closing a stake of 4,172 shares — an estimated $226K sold.

L. Roy Papp & Associates first reported a position in STPZ in Q2 2019 and held it in 7 quarters. The position peaked at $236K in Q3 2020. 106 funds tracked by Wall St. Rank hold STPZ as of Q1 2021.

L. Roy Papp & Associates reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
L. Roy Papp & Associates sold 4,172 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2021, an estimated $226K.
L. Roy Papp & Associates first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 7 quarters.
L. Roy Papp & Associates's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $236K in Q3 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 L. Roy Papp & Associates's 13F filing for Q1 2021, filed 6 May 2021.