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

StoneX Group’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
2024 Q4	–	Sell	-4,223	Closed	-$223K	–	927
2024 Q3	$223K	Buy	+4,223	New	+$220K	0.02%	560
2024 Q2	–	Sell	-3,927	Closed	-$202K	–	734
2024 Q1	$202K	Hold	3,927	–	–	0.02%	535
2023 Q4	$201K	Sell	3,927 -328	-8%	-$16.6K	0.02%	528
2023 Q3	$213K	Sell	4,255 -494	-10%	-$24.8K	0.02%	513
2023 Q2	$239K	Sell	4,749 -5,500	-54%	-$279K	0.02%	483
2023 Q1	$523K	Buy	10,249 +3,779	+58%	+$190K	0.06%	290
2022 Q4	$323K	Buy	6,470 +1,300	+25%	+$64.9K	0.04%	366
2022 Q3	$255K	Buy	+5,170	New	+$267K	0.04%	394
2022 Q2	–	Sell	-29,045	Closed	-$1.58M	–	817
2022 Q1	$1.58M	Buy	+29,045	New	+$1.59M	0.13%	146

Other funds holding STPZ

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

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

StoneX Group's STPZ Position: Q4 2024 in Review

StoneX Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 4,223 shares — an estimated $223K sold.

StoneX Group first reported a position in STPZ in Q1 2022 and held it in 9 quarters. The position peaked at $1.58M in Q1 2022. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

StoneX Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
StoneX Group sold 4,223 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $223K.
StoneX Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 9 quarters.
StoneX Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.58M in Q1 2022.
114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.