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

Mayflower Financial 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
2022
Q4 		– Sell
-7,815
Closed -$386K – 363
2022
Q3 		$386K Buy
7,815
+2,185
+39% +$113K 0.06% 220
2022
Q2 		$294K Buy
+5,630
New +$301K 0.05% 252

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Mayflower Financial Advisors's STPZ Position: Q4 2022 in Review

Mayflower Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 7,815 shares — an estimated $386K sold.

Mayflower Financial Advisors first reported a position in STPZ in Q2 2022 and held it in 2 quarters. The position peaked at $386K in Q3 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

  • Mayflower Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 7,815 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $386K.
  • Mayflower Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • Mayflower Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $386K in Q3 2022.
  • 146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Mayflower Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.