Cape Investment Advisory’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Cape Investment Advisory’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	–	Sell	-89	Closed	-$4.78K	–	1159
2025 Q2	$4.78K	Buy	+89	New	+$4.77K	﹤0.01%	767
2024 Q2	–	Sell	-355	Closed	-$18.3K	–	982
2024 Q1	$18.3K	Sell	355 -89	-20%	-$4.56K	0.01%	451
2023 Q4	$22.7K	Buy	444 +355	+399%	+$17.9K	0.01%	509
2023 Q3	$4.45K	Sell	89 -177	-67%	-$8.89K	﹤0.01%	690
2023 Q2	$13.4K	Buy	266 +177	+199%	+$8.98K	0.01%	502
2023 Q1	$4.53K	Buy	+89	New	+$4.47K	﹤0.01%	691

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

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

Cape Investment Advisory's STPZ Position: Q3 2025 in Review

Cape Investment Advisory sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2025, closing a stake of 89 shares — an estimated $4.78K sold.

Cape Investment Advisory first reported a position in STPZ in Q1 2023 and held it in 6 quarters. The position peaked at $22.7K in Q4 2023. 117 funds tracked by Wall St. Rank hold STPZ as of Q3 2025.

Cape Investment Advisory reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Cape Investment Advisory sold 89 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $4.78K.
Cape Investment Advisory first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 6 quarters.
Cape Investment Advisory's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $22.7K in Q4 2023.
117 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.