Matthew Hamilton Rosenberg’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Matthew Hamilton Rosenberg’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 Q1	–	Sell	-63	Closed	-$3.29K	–	831
2024 Q4	$3.29K	Hold	63	–	–	﹤0.01%	722
2024 Q3	$3.33K	Hold	63	–	–	﹤0.01%	722
2024 Q2	$3.24K	Hold	63	–	–	﹤0.01%	691
2024 Q1	$3.23K	Hold	63	–	–	﹤0.01%	727
2023 Q4	$3.22K	Sell	63 -120	-66%	-$6.06K	﹤0.01%	736
2023 Q3	$9.17K	Hold	183	–	–	﹤0.01%	624
2023 Q2	$9.21K	Hold	183	–	–	﹤0.01%	634
2023 Q1	$9.34K	Hold	183	–	–	﹤0.01%	670
2022 Q4	$9.13K	Hold	183	–	–	﹤0.01%	660
2022 Q3	$9K	Hold	183	–	–	﹤0.01%	656
2022 Q2	$10K	Hold	183	–	–	﹤0.01%	645
2022 Q1	$10K	Sell	183 -70	-28%	-$3.83K	﹤0.01%	630
2021 Q4	$14K	Buy	+253	New	+$13.9K	0.01%	568

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's STPZ Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 63 shares — an estimated $3.29K sold.

Matthew Hamilton Rosenberg first reported a position in STPZ in Q4 2021 and held it in 13 quarters. The position peaked at $14K in Q4 2021. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

Matthew Hamilton Rosenberg reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 63 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $3.29K.
Matthew Hamilton Rosenberg first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 13 quarters.
Matthew Hamilton Rosenberg's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $14K in Q4 2021.
111 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.