Consolidated Portfolio Review Corp’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Consolidated Portfolio Review Corp’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	-4,952	Closed	-$268K	–	360
2025 Q3	$268K	Hold	4,952	–	–	0.03%	399
2025 Q2	$266K	Sell	4,952 -99	-2%	-$5.31K	0.04%	373
2025 Q1	$273K	Buy	5,051 +51	+1%	+$2.71K	0.04%	313
2024 Q4	$261K	Buy	+5,000	New	+$262K	0.04%	316

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 $1.01B AUM 26.85% 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

Consolidated Portfolio Review Corp's STPZ Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2025, closing a stake of 4,952 shares — an estimated $268K sold.

Consolidated Portfolio Review Corp first reported a position in STPZ in Q4 2024 and held it in 4 quarters. The position peaked at $273K in Q1 2025. 121 funds tracked by Wall St. Rank hold STPZ as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 4,952 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $268K.
Consolidated Portfolio Review Corp first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 4 quarters.
Consolidated Portfolio Review Corp's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $273K in Q1 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 Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.