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

Quantitative Advantage’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
2023 Q1	$2.6M	Buy	50,952 +8,583	+20%	+$431K	0.38%	56
2022 Q4	$2.11M	Sell	42,369 -246	-0.6%	-$12.3K	0.33%	62
2022 Q3	$2.11M	Buy	42,615 +21,313	+100%	+$1.1M	0.37%	59
2022 Q2	$1.11M	Sell	21,302 -2,239	-10%	-$120K	0.19%	63
2022 Q1	$1.28M	Buy	23,541 +1,012	+4%	+$55.4K	0.2%	61
2021 Q4	$1.24M	Sell	22,529 -769	-3%	-$42.4K	0.19%	56
2021 Q3	$1.28M	Sell	23,298 -2,173	-9%	-$120K	0.22%	54
2021 Q2	$1.4M	Sell	25,471 -5,606	-18%	-$309K	0.24%	51
2021 Q1	$1.7M	Buy	+31,077	New	+$1.7M	0.33%	48

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Quantitative Advantage's STPZ Position: Q1 2023 in Review

Quantitative Advantage increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 20% in Q1 2023, buying an estimated $431K and bringing the position to 50,952 shares worth $2.6M. The position accounts for 0.38% of the portfolio, ranked #56.

Quantitative Advantage first reported a position in STPZ in Q1 2021 and has held it in 9 quarters since. 146 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

Quantitative Advantage held 50,952 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.6M as of Q1 2023.
Quantitative Advantage bought 8,583 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $431K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.38% of Quantitative Advantage's portfolio in Q1 2023, its #56 holding.
Quantitative Advantage first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2021 and has held it in 9 quarters since.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.