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STPZ icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B 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 $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return