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 $1.89T AUM 35.08% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KLI

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

SignatureFD's STPZ Position: Q1 2025 in Review

SignatureFD sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 450 shares — an estimated $23.5K sold.

SignatureFD first reported a position in STPZ in Q3 2015 and held it in 5 quarters. The position peaked at $211K in Q1 2017. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

SignatureFD reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
SignatureFD sold 450 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $23.5K.
SignatureFD first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2015 and held it in 5 quarters.
SignatureFD's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $211K in Q1 2017.
111 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.