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

WealthPLAN 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
2023
Q2 		– Sell
-4
Closed -$204 – 1384
2023
Q1 		$204 Buy
+4
New +$201 ﹤0.01% 1277
2016
Q3 		$65.9K Sell
1,253
-1,253
-50% -$65.9K 0.02% 290
2016
Q2 		$66.3K Buy
+2,506
New +$131K 0.01% 777

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's STPZ Position: Q2 2023 in Review

WealthPLAN Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 4 shares — an estimated $204 sold.

WealthPLAN Partners first reported a position in STPZ in Q2 2016 and held it in 3 quarters. The position peaked at $66.3K in Q2 2016. 131 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

  • WealthPLAN Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $204.
  • WealthPLAN Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $66.3K in Q2 2016.
  • 131 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.