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

Simplicity Solutions’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	$21.9M	Buy	427,686 +68,617	+19%	+$3.46M	0.6%	29
2023 Q3	$18M	Buy	359,069 +1,487	+0.4%	+$74.7K	0.58%	33
2023 Q2	$18M	Buy	357,582 +10,252	+3%	+$520K	0.49%	37
2023 Q1	$17.7M	Buy	+347,330	New	+$17.5M	0.46%	41
2017 Q4	–	Sell	-6,920	Closed	-$361K	–	372
2017 Q3	$361K	Sell	6,920 -2,542	-27%	-$133K	0.24%	118
2017 Q2	$494K	Buy	9,462 +312	+3%	+$16.4K	0.06%	240
2017 Q1	$483K	Buy	9,150 +4,438	+94%	+$234K	0.07%	231
2016 Q4	$247K	Buy	4,712 +356	+8%	+$18.7K	0.06%	288
2016 Q3	$230K	Buy	+4,356	New	+$229K	0.11%	227

Other funds holding STPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BFG

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

LPL Financial San Diego, California $445B AUM 25.58% 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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Simplicity Solutions's STPZ Position: Q4 2023 in Review

Simplicity Solutions increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 19% in Q4 2023, buying an estimated $3.46M and bringing the position to 427,686 shares worth $21.9M. The position accounts for 0.6% of the portfolio, ranked #29.

Simplicity Solutions first reported a position in STPZ in Q3 2016 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold STPZ as of Q4 2023.

Simplicity Solutions held 427,686 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $21.9M as of Q4 2023.
Simplicity Solutions bought 68,617 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $3.46M.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.6% of Simplicity Solutions's portfolio in Q4 2023, its #29 holding.
Simplicity Solutions first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2016 and has held it in 9 quarters since.
125 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.