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

Ridgewood 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 Q3	–	Sell	-350	Closed	-$18.8K	–	620
2025 Q2	$18.8K	Hold	350	–	–	0.01%	449
2025 Q1	$18.9K	Hold	350	–	–	0.01%	434
2024 Q4	$18.3K	Sell	350 -126	-26%	-$6.61K	0.01%	431
2024 Q3	$25.1K	Sell	476 -159	-25%	-$8.29K	0.01%	405
2024 Q2	$32.8K	Buy	+635	New	+$32.6K	0.02%	380
2023 Q3	–	Sell	-840	Closed	-$42.3K	–	681
2023 Q2	$42.3K	Sell	840 -7	-0.8%	-$355	0.02%	348
2023 Q1	$43.3K	Buy	+847	New	+$42.6K	0.03%	365

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Eagle Strategies New York $1.01B AUM 26.85% 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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Ridgewood Investments's STPZ Position: Q3 2025 in Review

Ridgewood Investments sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2025, closing a stake of 350 shares — an estimated $18.8K sold.

Ridgewood Investments first reported a position in STPZ in Q1 2023 and held it in 7 quarters. The position peaked at $43.3K in Q1 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q3 2025.

Ridgewood Investments reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 350 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $18.8K.
Ridgewood Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $43.3K in Q1 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.