RIA
STPZ icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return