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

Burt Wealth 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
2025 Q3	$815K	Hold	15,052	–	–	0.2%	52
2025 Q2	$810K	Hold	15,052	–	–	0.19%	50
2025 Q1	$813K	Buy	15,052 +70	+0.5%	+$3.71K	0.2%	45
2024 Q4	$784K	Sell	14,982 -30	-0.2%	-$1.57K	0.2%	46
2024 Q3	$793K	Hold	15,012	–	–	0.2%	48
2024 Q2	$775K	Sell	15,012 -1,800	-11%	-$92.5K	0.2%	48
2024 Q1	$866K	Sell	16,812 -663	-4%	-$34K	0.22%	41
2023 Q4	$894K	Buy	17,475 +3,591	+26%	+$181K	0.26%	41
2023 Q3	$695K	Sell	13,884 -21,708	-61%	-$1.09M	0.21%	45
2023 Q2	$1.79M	Sell	35,592 -85	-0.2%	-$4.31K	0.54%	22
2023 Q1	$1.82M	Buy	35,677 +26,024	+270%	+$1.31M	0.57%	22
2022 Q4	$481K	Buy	+9,653	New	+$482K	0.16%	55

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Burt Wealth Advisors's STPZ Position: Q3 2025 in Review

Burt Wealth Advisors held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q3 2025 at 15,052 shares worth $815K. The position accounts for 0.2% of the portfolio, ranked #52.

Burt Wealth Advisors first reported a position in STPZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.82M in Q1 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q3 2025.

Burt Wealth Advisors held 15,052 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $815K as of Q3 2025.
Burt Wealth Advisors left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q3 2025.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.2% of Burt Wealth Advisors's portfolio in Q3 2025, its #52 holding.
Burt Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and has held it in 12 quarters since.
Burt Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.82M in Q1 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.