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

KWB Wealth’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
-7,266
Closed -$391K – 187
2025
Q3 		$391K Buy
+7,266
New +$393K 0.04% 101

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KWB Wealth's STPZ Position: Q4 2025 in Review

KWB Wealth sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2025, closing a stake of 7,266 shares — an estimated $391K sold.

KWB Wealth first reported a position in STPZ in Q3 2025 and held it in 1 quarter. The position peaked at $391K in Q3 2025. 121 funds tracked by Wall St. Rank hold STPZ as of Q4 2025.

  • KWB Wealth reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 7,266 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $391K.
  • KWB Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • KWB Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $391K 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 KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.