Global Retirement Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$55.2K	Sell	1,029 -170	-14%	-$9.17K	﹤0.01%	2297
2025 Q3	$65K	Sell	1,199 -185	-13%	-$10K	﹤0.01%	1753
2025 Q2	$74.5K	Buy	+1,384	New	+$74.2K	﹤0.01%	1569
2024 Q4	$53.8K	Buy	+1,029	New	+$54K	﹤0.01%	1586
2023 Q1	–	Sell	-319	Closed	-$15.9K	–	3333
2022 Q4	$15.9K	Sell	319 -725	-69%	-$36.2K	﹤0.01%	1569
2022 Q3	$52K	Hold	1,044	–	–	﹤0.01%	1002
2022 Q2	$55K	Hold	1,044	–	–	﹤0.01%	958
2022 Q1	$56K	Buy	+1,044	New	+$57.2K	﹤0.01%	958
2021 Q4	–	Sell	-1,044	Closed	-$57K	–	1600
2021 Q3	$57K	Hold	1,044	–	–	0.01%	820
2021 Q2	$57K	Hold	1,044	–	–	0.01%	805
2021 Q1	$57K	Hold	1,044	–	–	0.01%	742
2020 Q4	$57K	Hold	1,044	–	–	0.01%	688
2020 Q3	$56K	Hold	1,044	–	–	0.01%	613
2020 Q2	$56K	Buy	1,044 +319	+44%	+$16.8K	0.01%	612
2020 Q1	$37K	Hold	725	–	–	0.01%	637
2019 Q4	$38K	Hold	725	–	–	0.01%	711
2019 Q3	$38K	Hold	725	–	–	0.01%	696
2019 Q2	$38K	Hold	725	–	–	0.01%	683
2019 Q1	$37K	Hold	725	–	–	0.01%	630
2018 Q4	$37K	Hold	725	–	–	0.01%	577
2018 Q3	$37K	Hold	725	–	–	0.01%	636
2018 Q2	$38K	Hold	725	–	–	0.01%	609
2018 Q1	$38K	Hold	725	–	–	0.01%	597
2017 Q4	$38K	Buy	+725	New	+$37.8K	0.01%	573
2017 Q1	–	Sell	-350	Closed	-$18K	–	1147
2016 Q4	$18K	Buy	+350	New	+$18.4K	0.01%	543