TD Private Client Wealth’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $845K | Buy |
15,708
+4,096
| +35% | +$220K | 0.02% | 391 |
|
2025
Q1 | $627K | Buy |
11,612
+5,491
| +90% | +$297K | 0.02% | 409 |
|
2024
Q4 | $320K | Sell |
6,121
-149
| -2% | -$7.79K | 0.01% | 523 |
|
2024
Q3 | $331K | Buy |
6,270
+2,554
| +69% | +$135K | 0.01% | 513 |
|
2024
Q2 | $192K | Sell |
3,716
-7,659
| -67% | -$396K | 0.01% | 582 |
|
2024
Q1 | $586K | Sell |
11,375
-1,207
| -10% | -$62.2K | 0.02% | 426 |
|
2023
Q4 | $644K | Sell |
12,582
-208
| -2% | -$10.6K | 0.02% | 401 |
|
2023
Q3 | $641K | Buy |
12,790
+68
| +0.5% | +$3.41K | 0.03% | 379 |
|
2023
Q2 | $640K | Sell |
12,722
-1,078
| -8% | -$54.2K | 0.03% | 407 |
|
2023
Q1 | $704K | Sell |
13,800
-3,000
| -18% | -$153K | 0.03% | 384 |
|
2022
Q4 | $838K | Buy |
16,800
+381
| +2% | +$19K | 0.04% | 347 |
|
2022
Q3 | $811K | Buy |
16,419
+1,344
| +9% | +$66.4K | 0.04% | 339 |
|
2022
Q2 | $788K | Sell |
15,075
-168
| -1% | -$8.79K | 0.04% | 353 |
|
2022
Q1 | $830K | Buy |
15,243
+224
| +1% | +$12.2K | 0.04% | 362 |
|
2021
Q4 | $829K | Buy |
15,019
+1,084
| +8% | +$59.8K | 0.03% | 362 |
|
2021
Q3 | $764K | Buy |
13,935
+2,604
| +23% | +$143K | 0.03% | 355 |
|
2021
Q2 | $624K | Buy |
11,331
+189
| +2% | +$10.4K | 0.03% | 385 |
|
2021
Q1 | $611K | Buy |
11,142
+1,407
| +14% | +$77.2K | 0.03% | 361 |
|
2020
Q4 | $527K | Buy |
9,735
+808
| +9% | +$43.8K | 0.03% | 376 |
|
2020
Q3 | $481K | Buy |
8,927
+765
| +9% | +$41.2K | 0.03% | 359 |
|
2020
Q2 | $434K | Buy |
8,162
+937
| +13% | +$49.8K | 0.03% | 370 |
|
2020
Q1 | $374K | Sell |
7,225
-1,284
| -15% | -$66.4K | 0.03% | 366 |
|
2019
Q4 | $446K | Buy |
+8,509
| New | +$446K | 0.03% | 360 |
|