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

Regal Investment 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 Q3	–	Sell	-8,053	Closed	-$416K	–	573
2024 Q2	$416K	Sell	8,053 -468	-5%	-$24.1K	0.03%	389
2024 Q1	$439K	Sell	8,521 -442	-5%	-$22.6K	0.03%	383
2023 Q4	$458K	Buy	8,963 +866	+11%	+$43.7K	0.03%	343
2023 Q3	$406K	Buy	8,097 +1,635	+25%	+$82.1K	0.03%	328
2023 Q2	$325K	Buy	6,462 +478	+8%	+$24.2K	0.03%	382
2023 Q1	$305K	Buy	5,984 +731	+14%	+$36.7K	0.03%	389
2022 Q4	$262K	Buy	+5,253	New	+$262K	0.03%	410
2015 Q4	–	Sell	-65	Closed	-$3K	–	796
2015 Q3	$3K	Buy	+65	New	+$3.37K	﹤0.01%	900
2013 Q4	–	Sell	-141	Closed	-$7K	–	948
2013 Q3	$7K	Buy	+141	New	+$7.46K	﹤0.01%	667

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

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

BFG

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Regal Investment Advisors's STPZ Position: Q3 2024 in Review

Regal Investment Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2024, closing a stake of 8,053 shares — an estimated $416K sold.

Regal Investment Advisors first reported a position in STPZ in Q3 2013 and held it in 9 quarters. The position peaked at $458K in Q4 2023. 107 funds tracked by Wall St. Rank hold STPZ as of Q3 2024.

Regal Investment Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 8,053 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $416K.
Regal Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2013 and held it in 9 quarters.
Regal Investment Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $458K in Q4 2023.
107 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.