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

Paracle 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
2019 Q4	–	Sell	-4,619	Closed	-$242K	–	63
2019 Q3	$242K	Hold	4,619	–	–	0.06%	65
2019 Q2	$243K	Hold	4,619	–	–	0.06%	60
2019 Q1	$238K	Hold	4,619	–	–	0.06%	60
2018 Q4	$234K	Hold	4,619	–	–	0.07%	55
2018 Q3	$237K	Sell	4,619 -242	-5%	-$12.4K	0.07%	51
2018 Q2	$251K	Buy	4,861 +242	+5%	+$12.5K	0.08%	47
2018 Q1	$240K	Hold	4,619	–	–	0.08%	46
2017 Q4	$239K	Hold	4,619	–	–	0.08%	43
2017 Q3	$241K	Hold	4,619	–	–	0.08%	44
2017 Q2	$240K	Hold	4,619	–	–	0.09%	41
2017 Q1	$244K	Hold	4,619	–	–	0.09%	45
2016 Q4	$242K	Hold	4,619	–	–	0.1%	46
2016 Q3	$243K	Buy	+4,619	New	+$243K	0.11%	43
2016 Q2	–	Sell	-4,619	Closed	-$241K	–	42
2016 Q1	$241K	Hold	4,619	–	–	0.13%	43
2015 Q4	$237K	Hold	4,619	–	–	0.13%	37
2015 Q3	$238K	Hold	4,619	–	–	0.14%	35
2015 Q2	$241K	Hold	4,619	–	–	0.16%	32
2015 Q1	$239K	Hold	4,619	–	–	0.15%	33
2014 Q4	$238K	Hold	4,619	–	–	0.16%	38
2014 Q3	$242K	Buy	+4,619	New	+$246K	0.19%	35

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paracle Advisors's STPZ Position: Q4 2019 in Review

Paracle Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2019, closing a stake of 4,619 shares — an estimated $242K sold.

Paracle Advisors first reported a position in STPZ in Q3 2014 and held it in 20 quarters. The position peaked at $251K in Q2 2018. 94 funds tracked by Wall St. Rank hold STPZ as of Q4 2019.

Paracle Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
Paracle Advisors sold 4,619 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $242K.
Paracle Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2014 and held it in 20 quarters.
Paracle Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $251K in Q2 2018.
94 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Paracle Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.