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

Strategic Blueprint’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 Q1	–	Sell	-6,453	Closed	-$356K	–	544
2021 Q4	$356K	Sell	6,453 -140	-2%	-$7.72K	0.04%	340
2021 Q3	$362K	Sell	6,593 -447	-6%	-$24.6K	0.06%	296
2021 Q2	$388K	Buy	7,040 +435	+7%	+$23.9K	0.06%	268
2021 Q1	$362K	Buy	6,605 +1,148	+21%	+$62.7K	0.08%	213
2020 Q4	$296K	Buy	+5,457	New	+$293K	0.07%	193
2019 Q4	–	Sell	-825	Closed	-$43K	–	376
2019 Q3	$43K	Buy	+825	New	+$43.3K	0.03%	167

Other funds holding STPZ

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

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

AAS

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

Strategic Blueprint's STPZ Position: Q1 2022 in Review

Strategic Blueprint sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2022, closing a stake of 6,453 shares — an estimated $356K sold.

Strategic Blueprint first reported a position in STPZ in Q3 2019 and held it in 6 quarters. The position peaked at $388K in Q2 2021. 148 funds tracked by Wall St. Rank hold STPZ as of Q1 2022.

Strategic Blueprint reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Strategic Blueprint sold 6,453 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $356K.
Strategic Blueprint first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2019 and held it in 6 quarters.
Strategic Blueprint's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $388K in Q2 2021.
148 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Strategic Blueprint's 13F filing for Q1 2022, filed 12 Aug 2022.