WFA
STPZ icon

Wipfli Financial Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$382K Buy
+7,730
New +$400K 0.03% 278
2022
Q2 		– Sell
-4,759
Closed -$259K – 100
2022
Q1 		$259K Buy
+4,759
New +$261K 0.03% 87

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wipfli Financial Advisors's STPZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022: 7,730 shares worth $382K. The stake represents 0.03% of the portfolio and ranks #278 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in STPZ as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in STPZ in Q1 2022 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • Wipfli Financial Advisors held 7,730 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $382K as of Q3 2022.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Wipfli Financial Advisors position in Q3 2022.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #278 holding.
  • Wipfli Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.