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LWS Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

LWS Wealth Advisors’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
2023
Q4 		$237K Sell
4,633
-358
-7% -$18.1K 0.09% 59
2023
Q3 		$250K Buy
4,991
+27
+0.5% +$1.36K 0.11% 51
2023
Q2 		$250K Buy
4,964
+23
+0.5% +$1.17K 0.11% 54
2023
Q1 		$252K Buy
4,941
+10
+0.2% +$503 0.1% 53
2022
Q4 		$246K Sell
4,931
-171
-3% -$8.54K 0.1% 54
2022
Q3 		$252K Buy
5,102
+61
+1% +$3.15K 0.1% 55
2022
Q2 		$264K Buy
5,041
+74
+1% +$3.95K 0.12% 56
2022
Q1 		$271K Sell
4,967
-167
-3% -$9.14K 0.12% 50
2021
Q4 		$283K Buy
5,134
+10
+0.2% +$551 0.12% 52
2021
Q3 		$281K Sell
5,124
-218
-4% -$12K 0.12% 51
2021
Q2 		$294K Buy
5,342
+40
+0.8% +$2.2K 0.13% 47
2021
Q1 		$291K Buy
5,302
+217
+4% +$11.8K 0.13% 51
2020
Q4 		$275K Sell
5,085
-558
-10% -$30K 0.12% 53
2020
Q3 		$304K Sell
5,643
-139
-2% -$7.47K 0.15% 50
2020
Q2 		$308K Sell
5,782
-10
-0.2% -$527 0.16% 46
2020
Q1 		$300K Sell
5,792
-77
-1% -$4.02K 0.2% 44
2019
Q4 		$307K Buy
+5,869
New +$307K 0.16% 48

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWS Wealth Advisors's STPZ Position: Q4 2023 in Review

LWS Wealth Advisors reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 7.2% in Q4 2023, selling an estimated $18.1K and leaving 4,633 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #59.

LWS Wealth Advisors first reported a position in STPZ in Q4 2019 and has held it in 17 quarters since. The position peaked at $308K in Q2 2020. 125 funds tracked by Wall St. Rank hold STPZ as of Q4 2023.

  • LWS Wealth Advisors held 4,633 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $237K as of Q4 2023.
  • LWS Wealth Advisors sold 358 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $18.1K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.09% of LWS Wealth Advisors's portfolio in Q4 2023, its #59 holding.
  • LWS Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and has held it in 17 quarters since.
  • LWS Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $308K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.