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 $1.66T AUM 25.57% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return