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

One Wealth 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
2022
Q4 		– Sell
-5,623
Closed -$278K – 635
2022
Q3 		$278K Buy
5,623
+451
+9% +$23.3K 0.09% 124
2022
Q2 		$270K Buy
+5,172
New +$276K 0.07% 145
2022
Q1 		– Sell
-5,620
Closed -$310K – 228
2021
Q4 		$310K Buy
+5,620
New +$310K 0.08% 129

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

One Wealth Advisors's STPZ Position: Q4 2022 in Review

One Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 5,623 shares — an estimated $278K sold.

One Wealth Advisors first reported a position in STPZ in Q4 2021 and held it in 3 quarters. The position peaked at $310K in Q4 2021. 147 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

  • One Wealth Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • One Wealth Advisors sold 5,623 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $278K.
  • One Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
  • One Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $310K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on One Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.