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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 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 $377B AUM 19.32% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return