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

GeoWealth 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	-102,205	Closed	-$5.52M	–	1286
2025 Q1	$5.52M	Buy	102,205 +100,224	+5,059%	+$5.32M	0.22%	60
2024 Q4	$104K	Buy	1,981 +888	+81%	+$46.6K	﹤0.01%	955
2024 Q3	$57.7K	Buy	1,093 +14	+1%	+$730	﹤0.01%	1027
2024 Q2	$55.7K	Buy	+1,079	New	+$55.5K	﹤0.01%	810
2023 Q3	–	Sell	-919	Closed	-$47K	–	518
2023 Q2	$47K	Sell	919 -1,112	-55%	-$56.4K	0.01%	335
2023 Q1	$104K	Sell	2,031 -26,707	-93%	-$1.34M	0.01%	238
2022 Q4	$1.43M	Buy	28,738 +26,712	+1,318%	+$1.33M	0.15%	92
2022 Q3	$101K	Buy	+2,026	New	+$105K	0.01%	271
2022 Q2	–	Sell	-269	Closed	-$15K	–	393
2022 Q1	$15K	Buy	269 +74	+38%	+$4.05K	﹤0.01%	380
2021 Q4	$11K	Buy	195 +18	+10%	+$992	﹤0.01%	368
2021 Q3	$10K	Buy	+177	New	+$9.74K	﹤0.01%	388

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

GeoWealth Management's STPZ Position: Q2 2025 in Review

GeoWealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2025, closing a stake of 102,205 shares — an estimated $5.52M sold.

GeoWealth Management first reported a position in STPZ in Q3 2021 and held it in 11 quarters. The position peaked at $5.52M in Q1 2025. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

GeoWealth 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.
GeoWealth Management sold 102,205 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $5.52M.
GeoWealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 11 quarters.
GeoWealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $5.52M in Q1 2025.
118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.