Lutz Financial Services’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 | $4.61M | Sell |
85,614
-1,018
| -1% | -$54.8K | 0.36% | 45 |
|
|
2025
Q1 | $4.68M | Sell |
86,632
-5,574
| -6% | -$301K | 0.38% | 44 |
|
|
2024
Q4 | $4.82M | Sell |
92,206
-755
| -0.8% | -$39.5K | 0.39% | 44 |
|
|
2024
Q3 | $4.91M | Sell |
92,961
-3,226
| -3% | -$170K | 0.4% | 45 |
|
|
2024
Q2 | $4.97M | Buy |
96,187
+234
| +0.2% | +$12.1K | 0.43% | 41 |
|
|
2024
Q1 | $4.94M | Sell |
95,953
-1,174
| -1% | -$60.5K | 0.43% | 43 |
|
|
2023
Q4 | $4.97M | Sell |
97,127
-5,563
| -5% | -$285K | 0.47% | 41 |
|
|
2023
Q3 | $5.14M | Sell |
102,690
-1,452
| -1% | -$72.7K | 0.56% | 38 |
|
|
2023
Q2 | $5.24M | Buy |
104,142
+2,863
| +3% | +$144K | 0.56% | 37 |
|
|
2023
Q1 | $5.17M | Buy |
101,279
+10,945
| +12% | +$559K | 0.59% | 38 |
|
|
2022
Q4 | $4.5M | Buy |
90,334
+59,446
| +192% | +$2.96M | 0.55% | 38 |
|
|
2022
Q3 | $1.53M | Buy |
+30,888
| New | +$1.53M | 0.21% | 44 |
|