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

PFG 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
2024
Q4 		– Sell
-4,071
Closed -$215K – 728
2024
Q3 		$215K Sell
4,071
-509
-11% -$26.6K 0.01% 669
2024
Q2 		$237K Buy
4,580
+45
+1% +$2.31K 0.02% 613
2024
Q1 		$234K Sell
4,535
-846
-16% -$43.3K 0.02% 589
2023
Q4 		$275K Sell
5,381
-3,026
-36% -$153K 0.02% 506
2023
Q3 		$421K Sell
8,407
-4,995
-37% -$251K 0.04% 381
2023
Q2 		$674K Sell
13,402
-12,984
-49% -$658K 0.05% 353
2023
Q1 		$1.35M Sell
26,386
-20,914
-44% -$1.05M 0.11% 218
2022
Q4 		$2.36M Sell
47,300
-6,081
-11% -$304K 0.23% 124
2022
Q3 		$2.64M Buy
53,381
+4,195
+9% +$217K 0.3% 87
2022
Q2 		$2.57M Buy
49,186
+7,262
+17% +$388K 0.29% 78
2022
Q1 		$2.28M Buy
41,924
+15,171
+57% +$831K 0.23% 98
2021
Q4 		$1.48M Buy
26,753
+16,096
+151% +$887K 0.15% 195
2021
Q3 		$585K Buy
10,657
+2,547
+31% +$140K 0.06% 312
2021
Q2 		$447K Buy
8,110
+393
+5% +$21.6K 0.05% 336
2021
Q1 		$423K Buy
7,717
+572
+8% +$31.2K 0.05% 322
2020
Q4 		$387K Sell
7,145
-104
-1% -$5.59K 0.07% 269
2020
Q3 		$389K Buy
7,249
+337
+5% +$18.1K 0.07% 259
2020
Q2 		$368K Buy
6,912
+978
+16% +$51.5K 0.08% 224
2020
Q1 		$309K Sell
5,934
-1,259
-18% -$65.8K 0.08% 224
2019
Q4 		$377K Sell
7,193
-440
-6% -$23K 0.09% 221
2019
Q3 		$399K Sell
7,633
-358
-4% -$18.8K 0.11% 213
2019
Q2 		$419K Sell
7,991
-1,914
-19% -$99.6K 0.11% 211
2019
Q1 		$515K Sell
9,905
-3,347
-25% -$172K 0.16% 171
2018
Q4 		$678K Sell
13,252
-780
-6% -$39.8K 0.21% 144
2018
Q3 		$717K Sell
14,032
-171
-1% -$8.79K 0.56% 50
2018
Q2 		$735K Sell
14,203
-252
-2% -$13K 0.65% 46
2018
Q1 		$752K Buy
14,455
+92
+0.6% +$4.77K 0.71% 42
2017
Q4 		$746K Buy
+14,363
New +$749K 0.78% 39

Other funds holding STPZ

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Advisors's STPZ Position: Q4 2024 in Review

PFG Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 4,071 shares — an estimated $215K sold.

PFG Advisors first reported a position in STPZ in Q4 2017 and held it in 28 quarters. The position peaked at $2.64M in Q3 2022. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

  • PFG Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • PFG Advisors sold 4,071 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $215K.
  • PFG Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 28 quarters.
  • PFG Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.64M in Q3 2022.
  • 114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on PFG Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.