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

Financial Gravity Companies’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	$3.5K	Buy	+65	New	+$3.48K	﹤0.01%	708
2024 Q4	$3.4K	Hold	65	–	–	﹤0.01%	707
2024 Q3	$3.43K	Buy	+65	New	+$3.39K	﹤0.01%	450

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

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

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 $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Gravity Companies's STPZ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2025: 65 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in STPZ as recently as Q4 2024.

Financial Gravity Companies first reported a position in STPZ in Q3 2024 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

Financial Gravity Companies held 65 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $3.5K as of Q2 2025.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Financial Gravity Companies position in Q2 2025.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #708 holding.
Financial Gravity Companies first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 3 quarters since.
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 Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.