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

Saxon Interests’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
Q2 		– Sell
-6,318
Closed -$322K – 177
2023
Q1 		$322K Hold
6,318
– – 0.18% 129
2022
Q4 		$316K Hold
6,318
– – 0.18% 124
2022
Q3 		$314K Hold
6,318
– – 0.19% 109
2022
Q2 		$330K Hold
6,318
– – 0.2% 106
2022
Q1 		$344K Hold
6,318
– – 0.18% 102
2021
Q4 		$347K Buy
+6,318
New +$348K 0.2% 89

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Saxon Interests's STPZ Position: Q2 2023 in Review

Saxon Interests sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 6,318 shares — an estimated $322K sold.

Saxon Interests first reported a position in STPZ in Q4 2021 and held it in 6 quarters. The position peaked at $347K in Q4 2021. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

  • Saxon Interests reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Saxon Interests sold 6,318 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $322K.
  • Saxon Interests first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 6 quarters.
  • Saxon Interests's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $347K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Saxon Interests's 13F filing for Q2 2023, filed 13 Jul 2023.