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

MAS 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
2024 Q4	–	Sell	-14,897	Closed	-$787K	–	82
2024 Q3	$787K	Hold	14,897	–	–	1.68%	17
2024 Q2	$769K	Hold	14,897	–	–	1.83%	16
2024 Q1	$767K	Hold	14,897	–	–	0.89%	29
2023 Q4	$762K	Sell	14,897 -3,157	-17%	-$159K	0.99%	28
2023 Q3	$904K	Sell	18,054 -716	-4%	-$36K	1.29%	26
2023 Q2	$944K	Sell	18,770 -16,471	-47%	-$835K	1.32%	26
2023 Q1	$1.8M	Sell	35,241 -3,544	-9%	-$178K	1.76%	21
2022 Q4	$1.93M	Sell	38,785 -4,086	-10%	-$204K	1.82%	20
2022 Q3	$2.12M	Sell	42,871 -2,031	-5%	-$105K	1.42%	22
2022 Q2	$2.35M	Buy	44,902 +2,306	+5%	+$123K	2.12%	16
2022 Q1	$2.33M	Buy	42,596 +2,540	+6%	+$139K	1.78%	21
2021 Q4	$2.21M	Buy	+40,056	New	+$2.21M	1.61%	21

Other funds holding STPZ

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAS Advisors's STPZ Position: Q4 2024 in Review

MAS Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 14,897 shares — an estimated $787K sold.

MAS Advisors first reported a position in STPZ in Q4 2021 and held it in 12 quarters. The position peaked at $2.35M in Q2 2022. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

MAS Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
MAS Advisors sold 14,897 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $787K.
MAS Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 12 quarters.
MAS Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.35M in Q2 2022.
114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on MAS Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.