Sargent Bickham Lagudis’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$13.9K	Hold	279	–	–	﹤0.01%	673
2022 Q3	$14K	Hold	279	–	–	﹤0.01%	643
2022 Q2	$15K	Hold	279	–	–	﹤0.01%	642
2022 Q1	$15K	Hold	279	–	–	﹤0.01%	654
2021 Q4	$15K	Hold	279	–	–	﹤0.01%	653
2021 Q3	$15K	Hold	279	–	–	﹤0.01%	658
2021 Q2	$15K	Hold	279	–	–	﹤0.01%	656
2021 Q1	$15K	Hold	279	–	–	﹤0.01%	632
2020 Q4	$15K	Hold	279	–	–	﹤0.01%	600
2020 Q3	$15K	Hold	279	–	–	﹤0.01%	541
2020 Q2	$15K	Hold	279	–	–	﹤0.01%	528
2020 Q1	$14K	Hold	279	–	–	﹤0.01%	516
2019 Q4	$15K	Hold	279	–	–	﹤0.01%	564
2019 Q3	$15K	Hold	279	–	–	﹤0.01%	516
2019 Q2	$15K	Hold	279	–	–	﹤0.01%	539
2019 Q1	$14K	Hold	279	–	–	﹤0.01%	568
2018 Q4	$14K	Hold	279	–	–	﹤0.01%	543
2018 Q3	$14K	Hold	279	–	–	﹤0.01%	554
2018 Q2	$14K	Hold	279	–	–	﹤0.01%	537
2018 Q1	$15K	Hold	279	–	–	﹤0.01%	528
2017 Q4	$14K	Hold	279	–	–	﹤0.01%	555
2017 Q3	$15K	Hold	279	–	–	﹤0.01%	550
2017 Q2	$15K	Hold	279	–	–	﹤0.01%	522
2017 Q1	$15K	Hold	279	–	–	﹤0.01%	530
2016 Q4	$15K	Hold	279	–	–	﹤0.01%	508
2016 Q3	$15K	Sell	279 -1,016	-78%	-$53.4K	﹤0.01%	516
2016 Q2	$68K	Buy	1,295 +451	+53%	+$23.6K	0.01%	303
2016 Q1	$44K	Buy	+844	New	+$43.6K	0.01%	377

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

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

Sargent Bickham Lagudis's STPZ Position: Q4 2022 in Review

Sargent Bickham Lagudis held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q4 2022 at 279 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Sargent Bickham Lagudis first reported a position in STPZ in Q1 2016 and has held it in 28 quarters since. The position peaked at $68K in Q2 2016. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Sargent Bickham Lagudis held 279 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $13.9K as of Q4 2022.
Sargent Bickham Lagudis left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q4 2022.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #673 holding.
Sargent Bickham Lagudis first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $68K in Q2 2016.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.