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M Financial Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

M Financial Asset Management’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
Q3 		– Sell
-269
Closed -$14K – 22
2022
Q2 		$14K Hold
269
– – 0.06% 12
2022
Q1 		$15K Hold
269
– – 0.06% 12
2021
Q4 		$15K Sell
269
-42
-14% -$2.31K 0.06% 13
2021
Q3 		$17K Sell
311
-722
-70% -$39.7K 0.08% 12
2021
Q2 		$57K Hold
1,033
– – 0.34% 8
2021
Q1 		$57K Hold
1,033
– – 0.45% 7
2020
Q4 		$56K Buy
1,033
+269
+35% +$14.5K 0.46% 8
2020
Q3 		$41K Sell
764
-14,681
-95% -$789K 0.42% 8
2020
Q2 		$822K Sell
15,445
-295
-2% -$15.5K 7.56% 3
2020
Q1 		$814K Buy
15,740
+5,569
+55% +$291K 9.18% 3
2019
Q4 		$535K Buy
10,171
+872
+9% +$45.7K 4.15% 6
2019
Q3 		$487K Buy
9,299
+2,016
+28% +$106K 4.05% 6
2019
Q2 		$383K Buy
7,283
+1,603
+28% +$83.5K 3.19% 7
2019
Q1 		$294K Buy
5,680
+5,048
+799% +$259K 2.24% 7
2018
Q4 		$32K Hold
632
– – 0.48% 7
2018
Q3 		$32K Sell
632
-526
-45% -$27K 0.41% 7
2018
Q2 		$60K Hold
1,158
– – 0.81% 7
2018
Q1 		$60K Sell
1,158
-182
-14% -$9.43K 0.72% 7
2017
Q4 		$70K Buy
+1,340
New +$69.8K 0.55% 7

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M Financial Asset Management's STPZ Position: Q3 2022 in Review

M Financial Asset Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 269 shares — an estimated $14K sold.

M Financial Asset Management first reported a position in STPZ in Q4 2017 and held it in 19 quarters. The position peaked at $822K in Q2 2020. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • M Financial Asset Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • M Financial Asset Management sold 269 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $14K.
  • M Financial Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 19 quarters.
  • M Financial Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $822K in Q2 2020.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on M Financial Asset Management's 13F filing for Q3 2022, filed 17 Nov 2022.