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Tyche Wealth Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Tyche Wealth Partners’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
2024
Q2 		– Sell
-7,903
Closed -$407K – 293
2024
Q1 		$407K Sell
7,903
-1,460
-16% -$74.8K 0.1% 160
2023
Q4 		$479K Buy
+9,363
New +$473K 0.12% 149

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Tyche Wealth Partners's STPZ Position: Q2 2024 in Review

Tyche Wealth Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2024, closing a stake of 7,903 shares — an estimated $407K sold.

Tyche Wealth Partners first reported a position in STPZ in Q4 2023 and held it in 2 quarters. The position peaked at $479K in Q4 2023. 106 funds tracked by Wall St. Rank hold STPZ as of Q2 2024.

  • Tyche Wealth Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Tyche Wealth Partners sold 7,903 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2024, an estimated $407K.
  • Tyche Wealth Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
  • Tyche Wealth Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $479K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2024.

Based on Tyche Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.