PG
STPZ icon

Proffitt & Goodson’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Proffitt & Goodson’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
-15,867
Closed -$820K – 292
2020
Q1 		$820K Sell
15,867
-400
-2% -$20.9K 0.21% 47
2019
Q4 		$852K Sell
16,267
-137
-0.8% -$7.17K 0.19% 57
2019
Q3 		$860K Sell
16,404
-92
-0.6% -$4.83K 0.21% 57
2019
Q2 		$868K Hold
16,496
– – 0.21% 52
2019
Q1 		$853K Sell
16,496
-6,837
-29% -$351K 0.22% 54
2018
Q4 		$1.19M Buy
+23,333
New +$1.19M 0.33% 40

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return