TS Financial Group (TSFG)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

TS Financial Group (TSFG)’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
2020 Q4	–	Sell	-12	Closed	-$1K	–	924
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	788
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	806
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	777
2019 Q4	$1K	Sell	12 -3	-20%	-$157	﹤0.01%	774
2019 Q3	$1K	Sell	15 -10	-40%	-$525	﹤0.01%	758
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	731
2019 Q1	$1K	Buy	+25	New	+$1.28K	﹤0.01%	734

Other funds holding STPZ

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TS Financial Group (TSFG)'s STPZ Position: Q4 2020 in Review

TS Financial Group (TSFG) sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in STPZ in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2020. 98 funds tracked by Wall St. Rank hold STPZ as of Q4 2020.

TS Financial Group (TSFG) reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
TS Financial Group (TSFG) sold 12 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $1K.
TS Financial Group (TSFG) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 7 quarters.
TS Financial Group (TSFG)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q3 2020.
98 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2020, filed 20 Jan 2021.