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

SignatureFD’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 Q1	–	Sell	-450	Closed	-$23.5K	–	3437
2024 Q4	$23.5K	Buy	+450	New	+$23.6K	﹤0.01%	1981
2017 Q3	–	Sell	-4,000	Closed	-$209K	–	328
2017 Q2	$209K	Hold	4,000	–	–	0.03%	258
2017 Q1	$211K	Buy	+4,000	New	+$211K	0.03%	256
2016 Q1	–	Sell	-1,210	Closed	-$62K	–	1445
2015 Q4	$62K	Sell	1,210 -239	-16%	-$12.3K	0.01%	331
2015 Q3	$75K	Buy	+1,449	New	+$75K	0.02%	275

Other funds holding STPZ

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

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

Bank of Nova Scotia

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

TIAA Trust, National Association

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

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

Royal Bank of Canada

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

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

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return