Gladstone Institutional Advisory’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Gladstone Institutional Advisory’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	-3,932	Closed	-$206K	–	752
2024 Q4	$206K	Sell	3,932 -202	-5%	-$10.6K	0.01%	664
2024 Q3	$218K	Sell	4,134 -23,230	-85%	-$1.21M	0.01%	638
2024 Q2	$1.41M	Buy	27,364 +854	+3%	+$43.9K	0.07%	265
2024 Q1	$1.37M	Buy	26,510 +1,646	+7%	+$84.3K	0.07%	264
2023 Q4	$1.27M	Buy	24,864 +479	+2%	+$24.2K	0.07%	261
2023 Q3	$1.22M	Buy	24,385 +1,560	+7%	+$78.4K	0.08%	241
2023 Q2	$1.15M	Buy	22,825 +653	+3%	+$33.1K	0.07%	253
2023 Q1	$1.13M	Buy	22,172 +575	+3%	+$28.9K	0.07%	259
2022 Q4	$1.08M	Buy	21,597 +183	+0.9%	+$9.13K	0.08%	264
2022 Q3	$1.06M	Sell	21,414 -378	-2%	-$19.5K	0.08%	260
2022 Q2	$1.14M	Sell	21,792 -834	-4%	-$44.5K	0.09%	247
2022 Q1	$1.23M	Buy	22,626 +2,815	+14%	+$154K	0.08%	258
2021 Q4	$1.09M	Buy	+19,811	New	+$1.09M	0.08%	257

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

Gladstone Institutional Advisory's STPZ Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 3,932 shares — an estimated $206K sold.

Gladstone Institutional Advisory first reported a position in STPZ in Q4 2021 and held it in 13 quarters. The position peaked at $1.41M in Q2 2024. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

Gladstone Institutional Advisory reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,932 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $206K.
Gladstone Institutional Advisory first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 13 quarters.
Gladstone Institutional Advisory's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.41M in Q2 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 Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.