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

Nvest Financial’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
Q3 		– Sell
-225,559
Closed -$11.8M – 52
2022
Q2 		$11.8M Buy
225,559
+7,242
+3% +$387K 12.37% 1
2022
Q1 		$11.9M Buy
+218,317
New +$12M 9.77% 1

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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nvest Financial's STPZ Position: Q3 2022 in Review

Nvest Financial sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 225,559 shares — an estimated $11.8M sold.

Nvest Financial first reported a position in STPZ in Q1 2022 and held it in 2 quarters. The position peaked at $11.9M in Q1 2022. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • Nvest Financial reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Nvest Financial sold 225,559 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $11.8M.
  • Nvest Financial first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Nvest Financial's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $11.9M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Nvest Financial's 13F filing for Q3 2022, filed 13 Oct 2022.