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

Studio Investment Management’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	-174	Closed	-$9.4K	–	292
2025 Q1	$9.4K	Hold	174	–	–	﹤0.01%	259
2024 Q4	$9.11K	Hold	174	–	–	﹤0.01%	253
2024 Q3	$9.19K	Hold	174	–	–	﹤0.01%	243
2024 Q2	$8.98K	Hold	174	–	–	﹤0.01%	243
2024 Q1	$8.96K	Hold	174	–	–	﹤0.01%	240
2023 Q4	$8.9K	Hold	174	–	–	﹤0.01%	224
2023 Q3	$8.72K	Hold	174	–	–	﹤0.01%	211
2023 Q2	$8.75K	Hold	174	–	–	﹤0.01%	204
2023 Q1	$8.88K	Hold	174	–	–	﹤0.01%	198
2022 Q4	$8.68K	Hold	174	–	–	﹤0.01%	174
2022 Q3	$8.6K	Hold	174	–	–	﹤0.01%	155
2022 Q2	$9K	Buy	+174	New	+$9.29K	﹤0.01%	168

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

Studio Investment Management's STPZ Position: Q2 2025 in Review

Studio Investment Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2025, closing a stake of 174 shares — an estimated $9.4K sold.

Studio Investment Management first reported a position in STPZ in Q2 2022 and held it in 12 quarters. The position peaked at $9.4K in Q1 2025. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

Studio Investment Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Studio Investment Management sold 174 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $9.4K.
Studio Investment Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 12 quarters.
Studio Investment Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $9.4K 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 Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.