Planning Alternatives
STPZ icon

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

Planning Alternatives’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
Q2 		– Sell
-4,876
Closed -$252K – 45
2020
Q1 		$252K Sell
4,876
-215
-4% -$11.2K 0.06% 37
2019
Q4 		$267K Sell
5,091
-2,585
-34% -$135K 0.05% 42
2019
Q3 		$402K Sell
7,676
-2,400
-24% -$126K 0.07% 39
2019
Q2 		$530K Sell
10,076
-5,386
-35% -$280K 0.1% 38
2019
Q1 		$800K Sell
15,462
-6,347
-29% -$325K 0.15% 35
2018
Q4 		$1.11M Sell
21,809
-19,592
-47% -$999K 0.23% 28
2018
Q3 		$2.12M Sell
41,401
-20,295
-33% -$1.04M 0.36% 26
2018
Q2 		$3.19M Sell
61,696
-8,954
-13% -$463K 0.57% 26
2018
Q1 		$3.67M Sell
70,650
-45,075
-39% -$2.34M 0.67% 23
2017
Q4 		$6.01M Sell
115,725
-7,017
-6% -$366K 1.07% 19
2017
Q3 		$6.41M Sell
122,742
-7,669
-6% -$401K 1.19% 18
2017
Q2 		$6.8M Sell
130,411
-4,127
-3% -$216K 1.3% 18
2017
Q1 		$7.11M Sell
134,538
-987
-0.7% -$52K 1.38% 16
2016
Q4 		$7.11M Sell
135,525
-5,840
-4% -$306K 1.47% 16
2016
Q3 		$7.45M Sell
141,365
-1,806
-1% -$94.9K 1.6% 16
2016
Q2 		$7.56M Sell
143,171
-4,009
-3% -$210K 1.65% 16
2016
Q1 		$7.7M Sell
147,180
-6,193
-4% -$320K 1.7% 16
2015
Q4 		$7.87M Sell
153,373
-8,308
-5% -$427K 1.83% 16
2015
Q3 		$8.34M Sell
161,681
-2,021
-1% -$105K 2.05% 16
2015
Q2 		$8.55M Sell
163,702
-1,374
-0.8% -$71.7K 1.8% 15
2015
Q1 		$8.57M Sell
165,076
-2,826
-2% -$147K 1.94% 13
2014
Q4 		$8.69M Sell
167,902
-5,116
-3% -$268K 1.86% 15
2014
Q3 		$9.09M Buy
173,018
+1,716
+1% +$91.2K 2.24% 13
2014
Q2 		$9.18M Sell
171,302
-677
-0.4% -$36.1K 2.27% 11
2014
Q1 		$9.1M Sell
171,979
-11,965
-7% -$635K 2.67% 10
2013
Q4 		$9.5M Buy
+183,944
New +$9.8M 2.91% 9

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Gateway Advisory
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Planning Alternatives's STPZ Position: Q2 2020 in Review

Planning Alternatives sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2020, closing a stake of 4,876 shares — an estimated $252K sold.

Planning Alternatives first reported a position in STPZ in Q4 2013 and held it in 26 quarters. The position peaked at $9.5M in Q4 2013. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2020.

  • Planning Alternatives reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Planning Alternatives sold 4,876 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2020, an estimated $252K.
  • Planning Alternatives first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 26 quarters.
  • Planning Alternatives's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $9.5M in Q4 2013.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2020.

Based on Planning Alternatives's 13F filing for Q2 2020, filed 24 Jul 2020.