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

Parallel 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	-921	Closed	-$47K	–	3513
2023 Q1	$47K	Hold	921	–	–	﹤0.01%	1397
2022 Q4	$45.9K	Sell	921 -952	-51%	-$47.5K	﹤0.01%	1311
2022 Q3	$93K	Buy	1,873 +952	+103%	+$49.2K	﹤0.01%	997
2022 Q2	$48K	Hold	921	–	–	﹤0.01%	1277
2022 Q1	$50K	Hold	921	–	–	﹤0.01%	1290
2021 Q4	$51K	Hold	921	–	–	﹤0.01%	1311
2021 Q3	$51K	Hold	921	–	–	﹤0.01%	1280
2021 Q2	$51K	Hold	921	–	–	﹤0.01%	1243
2021 Q1	$51K	Hold	921	–	–	﹤0.01%	1177
2020 Q4	$50K	Hold	921	–	–	﹤0.01%	1095
2020 Q3	$50K	Hold	921	–	–	﹤0.01%	1070
2020 Q2	$48K	Hold	921	–	–	﹤0.01%	1064
2020 Q1	$47K	Hold	921	–	–	﹤0.01%	968
2019 Q4	$48K	Hold	921	–	–	﹤0.01%	1050
2019 Q3	$48K	Hold	921	–	–	﹤0.01%	1009
2019 Q2	$48K	Hold	921	–	–	﹤0.01%	926
2019 Q1	$48K	Hold	921	–	–	0.01%	877
2018 Q4	$46K	Hold	921	–	–	0.01%	778
2018 Q3	$47K	Hold	921	–	–	0.01%	843
2018 Q2	$47K	Hold	921	–	–	0.01%	757
2018 Q1	$48K	Hold	921	–	–	0.01%	713
2017 Q4	$48K	Hold	921	–	–	0.01%	715
2017 Q3	$48K	Hold	921	–	–	0.01%	694
2017 Q2	$48K	Hold	921	–	–	0.01%	701
2017 Q1	$48K	Buy	+921	New	+$48.5K	0.01%	669

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

Parallel Advisors's STPZ Position: Q2 2023 in Review

Parallel Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 921 shares — an estimated $47K sold.

Parallel Advisors first reported a position in STPZ in Q1 2017 and held it in 25 quarters. The position peaked at $93K in Q3 2022. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

Parallel 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.
Parallel Advisors sold 921 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $47K.
Parallel Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2017 and held it in 25 quarters.
Parallel Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $93K in Q3 2022.
131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Parallel Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.