EnRich Financial Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

EnRich Financial Partners’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	-88	Closed	-$4.64K	–	194
2024 Q4	$4.64K	Sell	88 -1	-1%	-$52	﹤0.01%	199
2024 Q3	$4.69K	Hold	89	–	–	﹤0.01%	199
2024 Q2	$4.59K	Hold	89	–	–	﹤0.01%	208
2024 Q1	$4.57K	Buy	+89	New	+$4.56K	﹤0.01%	182

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

EnRich Financial Partners's STPZ Position: Q1 2025 in Review

EnRich Financial Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 88 shares — an estimated $4.64K sold.

EnRich Financial Partners first reported a position in STPZ in Q1 2024 and held it in 4 quarters. The position peaked at $4.69K in Q3 2024. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

EnRich Financial Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
EnRich Financial Partners sold 88 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $4.64K.
EnRich Financial Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 4 quarters.
EnRich Financial Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.69K 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 EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.