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

Plante Moran Financial 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 Q2	–	Sell	-950	Closed	-$48.9K	–	877
2024 Q1	$48.9K	Buy	+950	New	+$48.7K	0.01%	340
2021 Q3	–	Sell	-1,384	Closed	-$76K	–	1014
2021 Q2	$76K	Buy	+1,384	New	+$76.2K	0.02%	291
2015 Q1	–	Sell	-475	Closed	-$25K	–	786
2014 Q4	$25K	Buy	+475	New	+$24.9K	0.02%	380

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

Plante Moran Financial Advisors's STPZ Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2024, closing a stake of 950 shares — an estimated $48.9K sold.

Plante Moran Financial Advisors first reported a position in STPZ in Q4 2014 and held it in 3 quarters. The position peaked at $76K in Q2 2021. 106 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

Plante Moran Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 950 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $48.9K.
Plante Moran Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $76K in Q2 2021.
106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.