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Blue Oak Capital’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Blue Oak Capital’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
2025
Q2 		$1.11M Hold
20,675
– – 0.58% 34
2025
Q1 		$1.12M Buy
+20,675
New +$1.1M 0.62% 30

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Oak Capital's STPZ Position: Q2 2025 in Review

Blue Oak Capital held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2025 at 20,675 shares worth $1.11M. The position accounts for 0.58% of the portfolio, ranked #34.

Blue Oak Capital first reported a position in STPZ in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2025. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

  • Blue Oak Capital held 20,675 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.11M as of Q2 2025.
  • Blue Oak Capital left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2025.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.58% of Blue Oak Capital's portfolio in Q2 2025, its #34 holding.
  • Blue Oak Capital first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2025 and has held it in 2 quarters since.
  • Blue Oak Capital's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.12M in Q1 2025.
  • 118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.