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

Wood Tarver Financial 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
2025
Q3 		– Sell
-34
Closed -$1K – 574
2025
Q2 		$1K Hold
34
– – ﹤0.01% 573
2025
Q1 		$1.84K Hold
34
– – ﹤0.01% 534
2024
Q4 		$1K Buy
+34
New +$1.78K ﹤0.01% 571

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Wood Tarver Financial Group's STPZ Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2025, closing a stake of 34 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in STPZ in Q4 2024 and held it in 3 quarters. The position peaked at $1.84K in Q1 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 34 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.84K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.