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 $1.89T 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

Pacific Capital Wealth Advisors's STPZ Position: Q2 2023 in Review

Pacific Capital Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 7,390 shares — an estimated $377K sold.

Pacific Capital Wealth Advisors first reported a position in STPZ in Q3 2020 and held it in 11 quarters. The position peaked at $2.06M in Q4 2021. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

Pacific Capital Wealth 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.
Pacific Capital Wealth Advisors sold 7,390 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $377K.
Pacific Capital Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 11 quarters.
Pacific Capital Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.06M in Q4 2021.
131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.