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

PrairieView Partners’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 Q2	$25K	Hold	477	–	–	﹤0.01%	226
2025 Q1	$25K	Hold	477	–	–	﹤0.01%	223
2024 Q4	$24K	Hold	477	–	–	﹤0.01%	235
2024 Q3	$25K	Hold	477	–	–	﹤0.01%	233
2024 Q2	$24K	Hold	477	–	–	﹤0.01%	244
2024 Q1	$25K	Hold	477	–	–	﹤0.01%	228
2023 Q4	$24K	Sell	477 -251	-34%	-$12.7K	﹤0.01%	227
2023 Q3	$36K	Hold	728	–	–	﹤0.01%	199
2023 Q2	$36K	Hold	728	–	–	﹤0.01%	218
2023 Q1	$37K	Hold	728	–	–	0.01%	208
2022 Q4	$36K	Sell	728 -1,261	-63%	-$62.9K	0.01%	220
2022 Q3	$98K	Hold	1,989	–	–	0.02%	134
2022 Q2	$104K	Hold	1,989	–	–	0.02%	140
2022 Q1	$108K	Hold	1,989	–	–	0.02%	148
2021 Q4	$110K	Sell	1,989 -1,369	-41%	-$75.4K	0.02%	147
2021 Q3	$184K	Hold	3,358	–	–	0.03%	98
2021 Q2	$185K	Hold	3,358	–	–	0.03%	94
2021 Q1	$184K	Hold	3,358	–	–	0.03%	94
2020 Q4	$182K	Hold	3,358	–	–	0.03%	88
2020 Q3	$181K	Hold	3,358	–	–	0.04%	79
2020 Q2	$179K	Hold	3,358	–	–	0.04%	80
2020 Q1	$174K	Buy	+3,358	New	+$176K	0.04%	80

Other funds holding STPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PrairieView Partners's STPZ Position: Q2 2025 in Review

PrairieView Partners held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2025 at 477 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

PrairieView Partners first reported a position in STPZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $185K in Q2 2021. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

PrairieView Partners held 477 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $25K as of Q2 2025.
PrairieView Partners left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2025.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #226 holding.
PrairieView Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $185K in Q2 2021.
118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.