Lutz Financial Services’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	$4.14M	Sell	76,584 -2,284	-3%	-$123K	0.28%	48
2025 Q4	$4.23M	Sell	78,868 -6,746	-8%	-$364K	0.29%	48
2025 Q3	$4.64M	Hold	85,614	–	–	0.34%	46
2025 Q2	$4.61M	Sell	85,614 -1,018	-1%	-$54.6K	0.36%	45
2025 Q1	$4.68M	Sell	86,632 -5,574	-6%	-$296K	0.38%	44
2024 Q4	$4.82M	Sell	92,206 -755	-0.8%	-$39.6K	0.39%	44
2024 Q3	$4.91M	Sell	92,961 -3,226	-3%	-$168K	0.4%	45
2024 Q2	$4.97M	Buy	96,187 +234	+0.2%	+$12K	0.43%	41
2024 Q1	$4.94M	Sell	95,953 -1,174	-1%	-$60.2K	0.43%	43
2023 Q4	$4.97M	Sell	97,127 -5,563	-5%	-$281K	0.47%	41
2023 Q3	$5.14M	Sell	102,690 -1,452	-1%	-$72.9K	0.56%	38
2023 Q2	$5.24M	Buy	104,142 +2,863	+3%	+$145K	0.56%	37
2023 Q1	$5.17M	Buy	101,279 +10,945	+12%	+$550K	0.59%	38
2022 Q4	$4.5M	Buy	90,334 +59,446	+192%	+$2.97M	0.55%	38
2022 Q3	$1.53M	Buy	+30,888	New	+$1.6M	0.21%	44