Milestone Advisory Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Milestone Advisory Partners’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 Q2	–	Sell	-9,030	Closed	-$461K	–	71
2023 Q1	$461K	Sell	9,030 -324,659	-97%	-$16.3M	0.43%	40
2022 Q4	$16.6M	Sell	333,689 -25,774	-7%	-$1.29M	12.38%	2
2022 Q3	$17.8M	Buy	359,463 +192,930	+116%	+$9.97M	13.32%	1
2022 Q2	$8.76M	Buy	166,533 +162,326	+3,858%	+$8.67M	7.09%	3
2022 Q1	$229K	Buy	+4,207	New	+$230K	0.12%	79

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BFG

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Milestone Advisory Partners's STPZ Position: Q2 2023 in Review

Milestone Advisory Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 9,030 shares — an estimated $461K sold.

Milestone Advisory Partners first reported a position in STPZ in Q1 2022 and held it in 5 quarters. The position peaked at $17.8M in Q3 2022. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

Milestone Advisory Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Milestone Advisory Partners sold 9,030 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $461K.
Milestone Advisory Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 5 quarters.
Milestone Advisory Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $17.8M in Q3 2022.
131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Milestone Advisory Partners's 13F filing for Q2 2023, filed 13 Jul 2023.