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Personal Wealth Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-1,163
Closed -$61K – 530
2019
Q4 		$61K Hold
1,163
– – 0.03% 136
2019
Q3 		$61K Hold
1,163
– – 0.03% 135
2019
Q2 		$61K Buy
+1,163
New +$60.5K 0.03% 123

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Personal Wealth Partners's STPZ Position: Q1 2020 in Review

Personal Wealth Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2020, closing a stake of 1,163 shares — an estimated $61K sold.

Personal Wealth Partners first reported a position in STPZ in Q2 2019 and held it in 3 quarters. The position peaked at $61K in Q4 2019. 100 funds tracked by Wall St. Rank hold STPZ as of Q1 2020.

  • Personal Wealth Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1,163 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2020, an estimated $61K.
  • Personal Wealth Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $61K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.