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

Pure 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
2022 Q4	–	Sell	-512,596	Closed	-$25.3M	–	246
2022 Q3	$25.3M	Sell	512,596 -27,442	-5%	-$1.42M	1.47%	18
2022 Q2	$28.2M	Sell	540,038 -52,286	-9%	-$2.79M	1.75%	16
2022 Q1	$32.3M	Buy	+592,324	New	+$32.4M	1.48%	17
2018 Q4	–	Sell	-8,349	Closed	-$428K	–	152
2018 Q3	$428K	Buy	+8,349	New	+$429K	0.09%	95
2017 Q4	–	Sell	-10,483	Closed	-$547K	–	91
2017 Q3	$547K	Sell	10,483 -3,661	-26%	-$191K	0.14%	65
2017 Q2	$738K	Sell	14,144 -551	-4%	-$28.9K	0.2%	51
2017 Q1	$776K	Sell	14,695 -5,988	-29%	-$315K	0.22%	47
2016 Q4	$1.08M	Buy	20,683 +12,444	+151%	+$653K	0.33%	38
2016 Q3	$434K	Buy	8,239 +632	+8%	+$33.2K	0.14%	66
2016 Q2	$402K	Sell	7,607 -580	-7%	-$30.4K	0.14%	64
2016 Q1	$428K	Buy	+8,187	New	+$423K	0.15%	60

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Pure Financial Advisors's STPZ Position: Q4 2022 in Review

Pure Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 512,596 shares — an estimated $25.3M sold.

Pure Financial Advisors first reported a position in STPZ in Q1 2016 and held it in 11 quarters. The position peaked at $32.3M in Q1 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Pure Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Pure Financial Advisors sold 512,596 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $25.3M.
Pure Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2016 and held it in 11 quarters.
Pure Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $32.3M in Q1 2022.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Pure Financial Advisors's 13F filing for Q4 2022, filed 9 Jan 2023.