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One Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

One Capital Management’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
-38,557
Closed -$2.09M – 544
2025
Q3 		$2.09M Sell
38,557
-4,745
-11% -$256K 0.07% 154
2025
Q2 		$2.33M Buy
+43,302
New +$2.32M 0.08% 140
2022
Q4 		– Sell
-314,096
Closed -$15.5M – 311
2022
Q3 		$15.5M Sell
314,096
-9,376
-3% -$485K 0.92% 35
2022
Q2 		$16.9M Buy
323,472
+49,384
+18% +$2.64M 1% 32
2022
Q1 		$14.9M Buy
274,088
+269,043
+5,333% +$14.7M 0.79% 39
2021
Q4 		$278K Buy
+5,045
New +$278K 0.02% 230

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
ES
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return