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

Herold Advisors’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 Q3	–	Sell	-33,125	Closed	-$1.78M	–	308
2025 Q2	$1.78M	Sell	33,125 -132	-0.4%	-$7.07K	0.37%	75
2025 Q1	$1.8M	Buy	33,257 +2,124	+7%	+$113K	0.39%	74
2024 Q4	$1.63M	Buy	31,133 +4,484	+17%	+$235K	0.35%	77
2024 Q3	$1.41M	Buy	26,649 +2,170	+9%	+$113K	0.31%	87
2024 Q2	$1.26M	Buy	24,479 +969	+4%	+$49.8K	0.29%	96
2024 Q1	$1.21M	Buy	23,510 +1,200	+5%	+$61.5K	0.29%	101
2023 Q4	$1.14M	Buy	+22,310	New	+$1.13M	0.32%	92

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

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

Eagle Strategies New York $1.01B AUM 26.85% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Herold Advisors's STPZ Position: Q3 2025 in Review

Herold Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2025, closing a stake of 33,125 shares — an estimated $1.78M sold.

Herold Advisors first reported a position in STPZ in Q4 2023 and held it in 7 quarters. The position peaked at $1.8M in Q1 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q3 2025.

Herold Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Herold Advisors sold 33,125 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $1.78M.
Herold Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 7 quarters.
Herold Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.8M in Q1 2025.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.