Money Concepts Capital’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-3,505	Closed	-$175K	–	2592
2022 Q4	$175K	Buy	3,505 +3,300	+1,610%	+$165K	0.01%	747
2022 Q3	$10K	Hold	205	–	–	﹤0.01%	1058
2022 Q2	$11K	Sell	205 -769	-79%	-$41.1K	﹤0.01%	1020
2022 Q1	$53K	Buy	974 +209	+27%	+$11.4K	﹤0.01%	1217
2021 Q4	$42K	Buy	+765	New	+$42.2K	﹤0.01%	609

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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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

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

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

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

Money Concepts Capital's STPZ Position: Q1 2023 in Review

Money Concepts Capital sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023, closing a stake of 3,505 shares — an estimated $175K sold.

Money Concepts Capital first reported a position in STPZ in Q4 2021 and held it in 5 quarters. The position peaked at $175K in Q4 2022. 147 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

Money Concepts Capital reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,505 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $175K.
Money Concepts Capital first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $175K in Q4 2022.
147 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.