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PAX Financial Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

PAX Financial Group’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
2024
Q4 		– Sell
-7,821
Closed -$413K – 243
2024
Q3 		$413K Buy
7,821
+108
+1% +$5.63K 0.07% 185
2024
Q2 		$398K Buy
+7,713
New +$397K 0.08% 191

Other funds holding STPZ

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAX Financial Group's STPZ Position: Q4 2024 in Review

PAX Financial Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 7,821 shares — an estimated $413K sold.

PAX Financial Group first reported a position in STPZ in Q2 2024 and held it in 2 quarters. The position peaked at $413K in Q3 2024. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

  • PAX Financial Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • PAX Financial Group sold 7,821 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $413K.
  • PAX Financial Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 2 quarters.
  • PAX Financial Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $413K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on PAX Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.