Kelman-Lazarov Inc’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
2026 Q1	$7.05M	Sell	130,364 -4,696	-3%	-$253K	1.01%	23
2025 Q4	$7.25M	Buy	135,060 +2,290	+2%	+$124K	1.04%	22
2025 Q3	$7.19M	Buy	132,770 +1,411	+1%	+$76.2K	1.07%	21
2025 Q2	$7.07M	Sell	131,359 -5,510	-4%	-$295K	1.15%	20
2025 Q1	$7.39M	Sell	136,869 -516	-0.4%	-$27.4K	1.34%	18
2024 Q4	$7.19M	Sell	137,385 -5,072	-4%	-$266K	1.29%	18
2024 Q3	$7.53M	Sell	142,457 -4,061	-3%	-$212K	1.29%	20
2024 Q2	$7.57M	Buy	146,518 +4,684	+3%	+$241K	1.41%	20
2024 Q1	$7.3M	Buy	141,834 +4,889	+4%	+$250K	1.43%	18
2023 Q4	$7M	Buy	136,945 +19,919	+17%	+$1.01M	1.52%	16
2023 Q3	$5.86M	Buy	117,026 +17,452	+18%	+$877K	1.39%	16
2023 Q2	$5.01M	Buy	99,574 +9,500	+11%	+$482K	1.2%	18
2023 Q1	$4.6M	Buy	90,074 +11,021	+14%	+$554K	1.19%	18
2022 Q4	$3.94M	Buy	+79,053	New	+$3.95M	1.11%	18
2017 Q1	–	Sell	-600	Closed	-$31.5K	–	231
2016 Q4	$31.5K	Hold	600	–	–	0.02%	193
2016 Q3	$31.5K	Buy	+600	New	+$31.5K	0.02%	213