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

Pines Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
5,726
-2,005
-26% -$107K 0.11% 176
2025
Q1 		$416K Sell
7,731
-883
-10% -$47.5K 0.19% 122
2024
Q4 		$451K Buy
+8,614
New +$451K 0.2% 126