Newbridge Financial Services Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Sell	-2,691	Closed	-$138K	–	1291
2023 Q4	$138K	Buy	+2,691	New	+$136K	0.07%	231
2023 Q3	–	Sell	-7,242	Closed	-$364K	–	1393
2023 Q2	$364K	Sell	7,242 -12,975	-64%	-$658K	0.18%	113
2023 Q1	$1.03M	Sell	20,217 -11,970	-37%	-$602K	0.55%	26
2022 Q4	$1.61M	Buy	32,187 +13,301	+70%	+$664K	0.93%	10
2022 Q3	$933K	Buy	18,886 +14,407	+322%	+$745K	0.55%	23
2022 Q2	$234K	Buy	4,479 +1,291	+40%	+$69K	0.15%	147
2022 Q1	$174K	Buy	3,188 +403	+14%	+$22.1K	0.09%	223
2021 Q4	$154K	Buy	+2,785	New	+$153K	0.07%	235

Other funds holding STPZ

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA Trust, National Association

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

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return