Peapack-Gladstone Financial Corp’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Peapack-Gladstone Financial Corp’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
2024 Q2	–	Sell	-4,560	Closed	-$235K	–	709
2024 Q1	$235K	Sell	4,560 -870	-16%	-$44.6K	﹤0.01%	618
2023 Q4	$278K	Buy	5,430 +160	+3%	+$8.08K	﹤0.01%	581
2023 Q3	$264K	Sell	5,270 -3,278	-38%	-$165K	﹤0.01%	576
2023 Q2	$430K	Sell	8,548 -11,713	-58%	-$594K	0.01%	505
2023 Q1	$1.02M	Buy	20,261 +1,193	+6%	+$60K	0.02%	380
2022 Q4	$951K	Sell	19,068 -3,664	-16%	-$183K	0.02%	376
2022 Q3	$1.12M	Buy	+22,732	New	+$1.17M	0.02%	354

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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Peapack-Gladstone Financial Corp's STPZ Position: Q2 2024 in Review

Peapack-Gladstone Financial Corp sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2024, closing a stake of 4,560 shares — an estimated $235K sold.

Peapack-Gladstone Financial Corp first reported a position in STPZ in Q3 2022 and held it in 7 quarters. The position peaked at $1.12M in Q3 2022. 106 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

Peapack-Gladstone Financial Corp reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 4,560 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $235K.
Peapack-Gladstone Financial Corp first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 7 quarters.
Peapack-Gladstone Financial Corp's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.12M in Q3 2022.
106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2024, filed 13 Aug 2024.