RAFFA WEALTH MANAGEMENT, LLC’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2016 Q3	–	Sell	-362	Closed	-$19.1K	–	885
2016 Q2	$19.1K	Buy	362 +6	+2%	+$314	0.01%	138
2016 Q1	$18.6K	Sell	356 -20	-5%	-$1.03K	0.01%	149
2015 Q4	$19.3K	Hold	376	–	–	0.01%	142
2015 Q3	$19.4K	Sell	376 -86	-19%	-$4.45K	0.01%	141
2015 Q2	$24.1K	Buy	+462	New	+$24.1K	0.01%	124

Other funds holding STPZ

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

BCI

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

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's STPZ Position: Q3 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2016, closing a stake of 362 shares — an estimated $19.1K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in STPZ in Q2 2015 and held it in 5 quarters. The position peaked at $24.1K in Q2 2015. 100 funds tracked by Wall St. Rank hold STPZ as of Q3 2016.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2016 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 362 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2016, an estimated $19.1K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2015 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $24.1K in Q2 2015.
100 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2016, filed 27 Jul 2026.