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

IFP 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
-200
Closed -$10.8K – 4932
2025
Q2 		$10.8K Hold
200
– – ﹤0.01% 2870
2025
Q1 		$10.8K Buy
+200
New +$10.6K ﹤0.01% 2555
2023
Q1 		– Sell
-976
Closed -$51K – 4318
2022
Q4 		$51K Sell
976
-6
-0.6% -$299 ﹤0.01% 2242
2022
Q3 		$52K Buy
982
+24
+3% +$1.24K ﹤0.01% 2341
2022
Q2 		$50K Hold
958
– – ﹤0.01% 2180
2022
Q1 		$50K Buy
+958
New +$52.4K ﹤0.01% 2180
2021
Q4 		– Sell
-4,423
Closed -$243K – 3487
2021
Q3 		$243K Buy
+4,423
New +$243K ﹤0.01% 858
2020
Q2 		– Sell
-7
Closed -$369 – 2935
2020
Q1 		$0 Buy
+7
New +$366 ﹤0.01% 2992
2019
Q4 		– Sell
-361
Closed -$18.9K – 3100
2019
Q3 		$19K Buy
+361
New +$18.9K ﹤0.01% 1793
2019
Q1 		$19K Sell
361
-39
-10% -$2K ﹤0.01% 1376
2018
Q4 		$20K Sell
400
-645
-62% -$32.9K ﹤0.01% 2145
2018
Q3 		$54K Sell
1,045
-1,944
-65% -$100K ﹤0.01% 1853
2018
Q2 		$155K Sell
2,989
-136
-4% -$7.03K 0.01% 1222
2018
Q1 		$162K Hold
3,125
– – 0.01% 1094
2017
Q4 		$162K Sell
3,125
-9
-0.3% -$469 0.01% 1101
2017
Q3 		$164K Buy
3,134
+1
+0% +$52 0.01% 1266
2017
Q2 		$163K Buy
3,133
+1
+0% +$52 0.01% 1245
2017
Q1 		$165K Sell
3,132
-955
-23% -$50.3K 0.01% 1214
2016
Q4 		$214K Sell
4,087
-457
-10% -$24K 0.01% 1021
2016
Q3 		$239K Sell
4,544
-584
-11% -$30.7K 0.01% 915
2016
Q2 		$271K Buy
5,128
+4,767
+1,320% +$250K 0.02% 830
2016
Q1 		$19K Sell
361
-15,348
-98% -$793K ﹤0.01% 1376
2015
Q4 		$806K Buy
+15,709
New +$808K 0.05% 361

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
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

IFP Advisors's STPZ Position: Q3 2025 in Review

IFP Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2025, closing a stake of 200 shares — an estimated $10.8K sold.

IFP Advisors first reported a position in STPZ in Q4 2015 and held it in 23 quarters. The position peaked at $806K in Q4 2015. 116 funds tracked by Wall St. Rank hold STPZ as of Q3 2025.

  • IFP 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.
  • IFP Advisors sold 200 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $10.8K.
  • IFP Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $806K in Q4 2015.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.