Lantern Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
+33,473
| New | +$1.8M | 1.07% | 24 |
|
|
2024
Q4 | $1.63M | Buy |
31,133
+4,484
| +17% | +$235K | 1.06% | 25 |
|
|
2024
Q3 | $1.41M | Buy |
26,649
+2,170
| +9% | +$115K | 0.98% | 30 |
|
|
2024
Q2 | $1.26M | Buy |
24,479
+419
| +2% | +$21.6K | 0.92% | 30 |
|
|
2024
Q1 | $1.24M | Buy |
24,060
+1,750
| +8% | +$90.1K | 0.87% | 32 |
|
|
2023
Q4 | $1.14M | Buy |
+22,310
| New | +$1.14M | 0.89% | 29 |
|