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

Salem Investment Counselors’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
Q3 		– Sell
-1,681
Closed -$84.6K – 1171
2023
Q2 		$84.6K Sell
1,681
-1,706
-50% -$86.5K ﹤0.01% 443
2023
Q1 		$173K Buy
+3,387
New +$170K 0.01% 360

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salem Investment Counselors's STPZ Position: Q3 2023 in Review

Salem Investment Counselors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2023, closing a stake of 1,681 shares — an estimated $84.6K sold.

Salem Investment Counselors first reported a position in STPZ in Q1 2023 and held it in 2 quarters. The position peaked at $173K in Q1 2023. 120 funds tracked by Wall St. Rank hold STPZ as of Q3 2023.

  • Salem Investment Counselors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 1,681 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $84.6K.
  • Salem Investment Counselors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 2 quarters.
  • Salem Investment Counselors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $173K in Q1 2023.
  • 120 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.