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

Pacific Capital 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
2023 Q2	–	Sell	-7,390	Closed	-$377K	–	82
2023 Q1	$377K	Sell	7,390 -10,000	-58%	-$503K	0.1%	60
2022 Q4	$867K	Sell	17,390 -20,000	-53%	-$998K	0.22%	54
2022 Q3	$1.85M	Hold	37,390	–	–	0.5%	34
2022 Q2	$1.96M	Hold	37,390	–	–	0.54%	37
2022 Q1	$2.04M	Hold	37,390	–	–	0.58%	38
2021 Q4	$2.06M	Hold	37,390	–	–	0.59%	39
2021 Q3	$2.05M	Hold	37,390	–	–	0.65%	39
2021 Q2	$2.06M	Hold	37,390	–	–	1.04%	27
2021 Q1	$2.05M	Hold	37,390	–	–	1.14%	26
2020 Q4	$2.03M	Hold	37,390	–	–	1.15%	26
2020 Q3	$2.02M	Buy	+37,390	New	+$2.01M	1.2%	27

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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