Motiv8 Investments’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Motiv8 Investments’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	$1.19M	Buy	22,200 +384	+2%	+$20.7K	0.65%	56
2025 Q3	$1.18M	Buy	21,816 +4,465	+26%	+$241K	0.63%	63
2025 Q2	$934K	Buy	17,351 +284	+2%	+$15.2K	0.57%	67
2025 Q1	$922K	Buy	17,067 +2,129	+14%	+$113K	0.61%	64
2024 Q4	$781K	Sell	14,938 -1,769	-11%	-$92.8K	0.55%	64
2024 Q3	$883K	Buy	16,707 +1,672	+11%	+$87.2K	0.59%	50
2024 Q2	$777K	Sell	15,035 -478	-3%	-$24.6K	0.58%	50
2024 Q1	$799K	Buy	15,513 +4,953	+47%	+$254K	0.62%	36
2023 Q4	$540K	Buy	+10,560	New	+$533K	0.48%	51

Other funds holding STPZ

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Motiv8 Investments's STPZ Position: Q4 2025 in Review

Motiv8 Investments increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.8% in Q4 2025, buying an estimated $20.7K and bringing the position to 22,200 shares worth $1.19M. The position accounts for 0.65% of the portfolio, ranked #56.

Motiv8 Investments first reported a position in STPZ in Q4 2023 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold STPZ as of Q4 2025.

Motiv8 Investments held 22,200 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.19M as of Q4 2025.
Motiv8 Investments bought 384 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $20.7K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.65% of Motiv8 Investments's portfolio in Q4 2025, its #56 holding.
Motiv8 Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.