Kovitz Investment Group Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-36,368	Closed	-$1.97M	–	1218
2025 Q3	$1.97M	Buy	36,368 +355	+1%	+$19.2K	0.01%	672
2025 Q2	$1.94M	Buy	36,013 +253	+0.7%	+$13.6K	0.01%	632
2025 Q1	$1.93M	Sell	35,760 -272	-0.8%	-$14.4K	0.01%	589
2024 Q4	$1.88M	Sell	36,032 -242	-0.7%	-$12.7K	0.01%	583
2024 Q3	$1.92M	Buy	+36,274	New	+$1.89M	0.01%	493

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners's STPZ Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2025, closing a stake of 36,368 shares — an estimated $1.97M sold.

Kovitz Investment Group Partners first reported a position in STPZ in Q3 2024 and held it in 5 quarters. The position peaked at $1.97M in Q3 2025. 121 funds tracked by Wall St. Rank hold STPZ as of Q4 2025.

Kovitz Investment Group Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 36,368 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $1.97M.
Kovitz Investment Group Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.97M in Q3 2025.
121 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.