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

Register 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
2023
Q4 		– Sell
-5
Closed -$250 – 571
2023
Q3 		$250 Hold
5
– – ﹤0.01% 582
2023
Q2 		$252 Hold
5
– – ﹤0.01% 538
2023
Q1 		$255 Buy
+5
New +$251 ﹤0.01% 537

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Register Financial Advisors's STPZ Position: Q4 2023 in Review

Register Financial Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2023, closing a stake of 5 shares — an estimated $250 sold.

Register Financial Advisors first reported a position in STPZ in Q1 2023 and held it in 3 quarters. The position peaked at $255 in Q1 2023. 125 funds tracked by Wall St. Rank hold STPZ as of Q4 2023.

  • Register Financial Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Register Financial Advisors sold 5 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $250.
  • Register Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 3 quarters.
  • Register Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $255 in Q1 2023.
  • 125 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.