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

Sage Mountain 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 Q1	–	Sell	-1,834	Closed	-$93.8K	–	425
2023 Q4	$93.8K	Buy	+1,834	New	+$92.6K	0.01%	294
2023 Q3	–	Sell	-1,834	Closed	-$92.3K	–	381
2023 Q2	$92.3K	Hold	1,834	–	–	0.01%	282
2023 Q1	$93.6K	Sell	1,834 -741	-29%	-$37.2K	0.02%	269
2022 Q4	$128K	Sell	2,575 -102	-4%	-$5.09K	0.03%	186
2022 Q3	$132K	Buy	+2,677	New	+$138K	0.04%	216

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

BFG

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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

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

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

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

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Sage Mountain Advisors's STPZ Position: Q1 2024 in Review

Sage Mountain Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2024, closing a stake of 1,834 shares — an estimated $93.8K sold.

Sage Mountain Advisors first reported a position in STPZ in Q3 2022 and held it in 5 quarters. The position peaked at $132K in Q3 2022. 113 funds tracked by Wall St. Rank hold STPZ as of Q1 2024.

Sage Mountain Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Sage Mountain Advisors sold 1,834 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $93.8K.
Sage Mountain Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 5 quarters.
Sage Mountain Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $132K in Q3 2022.
113 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.