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

TrustCore Financial 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
2022 Q4	$9.97K	Hold	200	–	–	﹤0.01%	721
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	752
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	749
2022 Q1	$11K	Hold	200	–	–	﹤0.01%	748
2021 Q4	$11K	Hold	200	–	–	﹤0.01%	697
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	747
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	726
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	682
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	663
2020 Q3	$11K	Hold	200	–	–	﹤0.01%	599
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	612
2020 Q1	$10K	Hold	200	–	–	﹤0.01%	594
2019 Q4	$10K	Hold	200	–	–	﹤0.01%	646
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	649
2019 Q2	$11K	Buy	+200	New	+$10.4K	﹤0.01%	615

Other funds holding STPZ

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

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

TrustCore Financial Services's STPZ Position: Q4 2022 in Review

TrustCore Financial Services held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q4 2022 at 200 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

TrustCore Financial Services first reported a position in STPZ in Q2 2019 and has held it in 15 quarters since. The position peaked at $11K in Q1 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

TrustCore Financial Services held 200 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $9.97K as of Q4 2022.
TrustCore Financial Services left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q4 2022.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #721 holding.
TrustCore Financial Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and has held it in 15 quarters since.
TrustCore Financial Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $11K in Q1 2022.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.