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

Signify Wealth’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 Q4	–	Sell	-9,901	Closed	-$496K	–	40
2023 Q3	$496K	Hold	9,901	–	–	0.67%	32
2023 Q2	$498K	Buy	9,901 +1,077	+12%	+$54.6K	0.43%	25
2023 Q1	$450K	Buy	8,824 +2,148	+32%	+$108K	0.4%	24
2022 Q4	$333K	Buy	6,676 +1,980	+42%	+$98.8K	0.29%	28
2022 Q3	$232K	Hold	4,696	–	–	0.25%	24
2022 Q2	$246K	Sell	4,696 -375,285	-99%	-$20M	0.34%	20
2022 Q1	$20.1M	Buy	+379,981	New	+$20.8M	13.52%	3

Other funds holding STPZ

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

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return