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STPZ icon

Eagle Strategies’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Eagle Strategies’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
2026
Q1 		$14.9M Buy
275,311
+8,998
+3% +$485K 1.78% 11
2025
Q4 		$14.3M Buy
266,313
+16,138
+6% +$871K 1.83% 12
2025
Q3 		$13.6M Buy
250,175
+230,268
+1,157% +$12.4M 1.81% 11
2025
Q2 		$1.07M Buy
19,907
+1,114
+6% +$59.7K 0.16% 104
2025
Q1 		$1.02M Buy
18,793
+3,412
+22% +$181K 0.18% 102
2024
Q4 		$804K Buy
+15,381
New +$807K 0.14% 115
2024
Q2 		– Sell
-12,786
Closed -$658K – 316
2024
Q1 		$658K Buy
+12,786
New +$655K 0.15% 138
2023
Q2 		– Sell
-105,788
Closed -$5.4M – 189
2023
Q1 		$5.4M Buy
105,788
+8,437
+9% +$424K 1.35% 19
2022
Q4 		$4.85M Buy
97,351
+13,938
+17% +$696K 1.45% 20
2022
Q3 		$4.12M Sell
83,413
-10,108
-11% -$522K 2.15% 14
2022
Q2 		$4.89M Buy
93,521
+14,809
+19% +$791K 1.78% 14
2022
Q1 		$4.29M Buy
78,712
+64,489
+453% +$3.53M 1.68% 16
2021
Q4 		$785K Buy
+14,223
New +$784K 0.31% 68

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return