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Patriot Financial Group Insurance Agency’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-6,388
Closed -$334K – 1768
2022
Q2 		$334K Buy
6,388
+5,262
+467% +$281K 0.07% 282
2022
Q1 		$61K Sell
1,126
-6,157
-85% -$337K 0.01% 724
2021
Q4 		$402K Buy
7,283
+3,513
+93% +$194K 0.07% 284
2021
Q3 		$207K Buy
+3,770
New +$208K 0.04% 443
2019
Q3 		– Sell
-300
Closed -$16K – 1455
2019
Q2 		$16K Hold
300
– – 0.01% 710
2019
Q1 		$16K Hold
300
– – 0.01% 603
2018
Q4 		$15K Hold
300
– – 0.01% 537
2018
Q3 		$15K Hold
300
– – 0.01% 548
2018
Q2 		$16K Hold
300
– – 0.02% 327
2018
Q1 		$16K Hold
300
– – 0.01% 518
2017
Q4 		$16K Hold
300
– – 0.01% 501
2017
Q3 		$16K Hold
300
– – 0.01% 457
2017
Q2 		$16K Hold
300
– – 0.02% 436
2017
Q1 		$16K Hold
300
– – 0.02% 412
2016
Q4 		$16K Buy
+300
New +$15.7K 0.02% 392

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's STPZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 6,388 shares — an estimated $334K sold.

Patriot Financial Group Insurance Agency first reported a position in STPZ in Q4 2016 and held it in 15 quarters. The position peaked at $402K in Q4 2021. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,388 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $334K.
  • Patriot Financial Group Insurance Agency first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2016 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $402K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.