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

CogentBlue 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 Q4	–	Sell	-5,074	Closed	-$275K	–	82
2025 Q3	$275K	Hold	5,074	–	–	0.19%	58
2025 Q2	$273K	Hold	5,074	–	–	0.21%	58
2025 Q1	$274K	Hold	5,074	–	–	0.24%	51
2024 Q4	$265K	Buy	+5,074	New	+$266K	0.23%	43

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CogentBlue Wealth Advisors's STPZ Position: Q4 2025 in Review

CogentBlue Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2025, closing a stake of 5,074 shares — an estimated $275K sold.

CogentBlue Wealth Advisors first reported a position in STPZ in Q4 2024 and held it in 4 quarters. The position peaked at $275K in Q3 2025. 121 funds tracked by Wall St. Rank hold STPZ as of Q4 2025.

CogentBlue Wealth Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
CogentBlue Wealth Advisors sold 5,074 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $275K.
CogentBlue Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 4 quarters.
CogentBlue Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $275K in Q3 2025.
121 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on CogentBlue Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.