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

Private Ocean’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
2022
Q2 		– Sell
-1,000
Closed -$54K – 650
2022
Q1 		$54K Hold
1,000
– – 0.01% 235
2021
Q4 		$55K Buy
+1,000
New +$55.1K 0.01% 252

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Ocean's STPZ Position: Q2 2022 in Review

Private Ocean sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2022, closing a stake of 1,000 shares — an estimated $54K sold.

Private Ocean first reported a position in STPZ in Q4 2021 and held it in 2 quarters. The position peaked at $55K in Q4 2021. 149 funds tracked by Wall St. Rank hold STPZ as of Q2 2022.

  • Private Ocean reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Private Ocean sold 1,000 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $54K.
  • Private Ocean first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • Private Ocean's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $55K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Private Ocean's 13F filing for Q2 2022, filed 25 Jul 2022.