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

Silver Oak Securities’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	–	Sell	-36,361	Closed	-$1.96M	–	724
2025 Q1	$1.96M	Buy	+36,361	New	+$1.93M	0.18%	131
2023 Q4	–	Sell	-644	Closed	-$32.3K	–	536
2023 Q3	$32.3K	Buy	+644	New	+$32.4K	0.01%	389
2022 Q4	–	Sell	-644	Closed	-$32.3K	–	467
2022 Q3	$32.3K	Buy	+644	New	+$33.3K	0.01%	389

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Silver Oak Securities's STPZ Position: Q2 2025 in Review

Silver Oak Securities sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2025, closing a stake of 36,361 shares — an estimated $1.96M sold.

Silver Oak Securities first reported a position in STPZ in Q3 2022 and held it in 3 quarters. The position peaked at $1.96M in Q1 2025. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

Silver Oak Securities reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Silver Oak Securities sold 36,361 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $1.96M.
Silver Oak Securities first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 3 quarters.
Silver Oak Securities's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.96M in Q1 2025.
118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Silver Oak Securities's 13F filing for Q2 2025, filed 11 Jul 2025.