D.J. St. Germain’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

D.J. St. Germain’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 Q1	–	Sell	-39	Closed	-$2.04K	–	902
2024 Q4	$2.04K	Hold	39	–	–	﹤0.01%	730
2024 Q3	$2.06K	Buy	+39	New	+$2.04K	﹤0.01%	668
2024 Q2	–	Sell	-39	Closed	-$2.01K	–	835
2024 Q1	$2.01K	Buy	+39	New	+$2K	﹤0.01%	681

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

KLI

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

D.J. St. Germain's STPZ Position: Q1 2025 in Review

D.J. St. Germain sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 39 shares — an estimated $2.04K sold.

D.J. St. Germain first reported a position in STPZ in Q1 2024 and held it in 3 quarters. The position peaked at $2.06K in Q3 2024. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

D.J. St. Germain reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
D.J. St. Germain sold 39 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $2.04K.
D.J. St. Germain first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 3 quarters.
D.J. St. Germain's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.06K in Q3 2024.
111 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on D.J. St. Germain's 13F filing for Q1 2025, filed 9 Apr 2025.