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SMI Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

SMI Advisory Services’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
-8,031
Closed -$403K – 63
2023
Q3 		$403K Buy
+8,031
New +$403K 0.15% 37

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SMI Advisory Services's STPZ Position: Q4 2023 in Review

SMI Advisory Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2023, closing a stake of 8,031 shares — an estimated $403K sold.

SMI Advisory Services first reported a position in STPZ in Q3 2023 and held it in 1 quarter. The position peaked at $403K in Q3 2023. 125 funds tracked by Wall St. Rank hold STPZ as of Q4 2023.

  • SMI Advisory Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • SMI Advisory Services sold 8,031 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $403K.
  • SMI Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • SMI Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $403K in Q3 2023.
  • 125 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on SMI Advisory Services's 13F filing for Q4 2023, filed 12 Jan 2024.