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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return