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

Mutual 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
2023 Q2	–	Sell	-6,253	Closed	-$319K	–	1063
2023 Q1	$319K	Sell	6,253 -50,768	-89%	-$2.55M	0.01%	756
2022 Q4	$2.84M	Sell	57,021 -7,525	-12%	-$376K	0.13%	171
2022 Q3	$3.19M	Buy	64,546 +11,228	+21%	+$580K	0.16%	126
2022 Q2	$2.79M	Buy	53,318 +47,170	+767%	+$2.52M	0.18%	130
2022 Q1	$335K	Buy	+6,148	New	+$337K	0.02%	679

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

Mutual Advisors's STPZ Position: Q2 2023 in Review

Mutual Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 6,253 shares — an estimated $319K sold.

Mutual Advisors first reported a position in STPZ in Q1 2022 and held it in 5 quarters. The position peaked at $3.19M in Q3 2022. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

Mutual Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Mutual Advisors sold 6,253 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $319K.
Mutual Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 5 quarters.
Mutual Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $3.19M 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 Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.