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

Sanctuary 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
Q4 		– Sell
-11,305
Closed -$593K – 2493
2024
Q3 		$593K Sell
11,305
-3,490
-24% -$182K ﹤0.01% 1593
2024
Q2 		$759K Buy
+14,795
New +$761K 0.01% 1360

Other funds holding STPZ

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors's STPZ Position: Q4 2024 in Review

Sanctuary Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 11,305 shares — an estimated $593K sold.

Sanctuary Advisors first reported a position in STPZ in Q2 2024 and held it in 2 quarters. The position peaked at $759K in Q2 2024. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

  • Sanctuary Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 11,305 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $593K.
  • Sanctuary Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 2 quarters.
  • Sanctuary Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $759K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.