Financial Advocates Investment Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-7,865	Closed	-$425K	–	765
2025 Q1	$425K	Buy	7,865 +7	+0.1%	+$371	0.03%	462
2024 Q4	$411K	Sell	7,858 -125	-2%	-$6.56K	0.02%	513
2024 Q3	$422K	Sell	7,983 -44	-0.5%	-$2.29K	0.02%	508
2024 Q2	$415K	Buy	8,027 +44	+0.6%	+$2.26K	0.03%	481
2024 Q1	$411K	Sell	7,983 -218	-3%	-$11.2K	0.02%	499
2023 Q4	$419K	Buy	8,201 +405	+5%	+$20.4K	0.03%	466
2023 Q3	$391K	Buy	7,796 +498	+7%	+$25K	0.03%	468
2023 Q2	$367K	Buy	7,298 +421	+6%	+$21.3K	0.03%	465
2023 Q1	$351K	Buy	+6,877	New	+$346K	0.03%	508
2022 Q3	–	Sell	-21,865	Closed	-$1.14M	–	830
2022 Q2	$1.14M	Sell	21,865 -315	-1%	-$16.8K	0.09%	242
2022 Q1	$1.21M	Sell	22,180 -1,327	-6%	-$72.6K	0.08%	263
2021 Q4	$1.3M	Buy	+23,507	New	+$1.3M	0.08%	279

Other funds holding STPZ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's STPZ Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2025, closing a stake of 7,865 shares — an estimated $425K sold.

Financial Advocates Investment Management first reported a position in STPZ in Q4 2021 and held it in 12 quarters. The position peaked at $1.3M in Q4 2021. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

Financial Advocates Investment Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 7,865 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $425K.
Financial Advocates Investment Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 12 quarters.
Financial Advocates Investment Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.3M in Q4 2021.
118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.