Essential Planning, Llc. Pimco ETF Tr 1 5 Yr Us Tips In Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

A detailed history of Essential Planning, Llc. transactions in Pimco ETF Tr 1 5 Yr Us Tips In stock. As of the latest transaction made, Essential Planning, Llc. holds 20,776 shares of STPZ stock, worth $1.12 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
20,776
Previous 20,908 0.63%
Holding current value
$1.12 Million
Previous $1.13 Billion 1.58%
% of portfolio
0.36%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$53.84 - $54.32 $7,106 - $7,170
-132 Reduced 0.63%
20,776 $1.11 Billion
Q3 2025

Oct 28, 2025
SELL
$53.57 - $54.48 $165,424 - $168,234
-3,088 Reduced 12.87%
20,908 $1.13 Billion
Q2 2025

Aug 14, 2025
SELL
$53.27 - $54.27 $40,005 - $40,756
-751 Reduced 3.03%
23,996 $1.29 Billion
Q1 2025

May 08, 2025
SELL
$52.31 - $54.02 $77.3 Million - $79.9 Million
-1,478,435 Reduced 98.35%
24,747 $1.34 Billion
Q4 2024

Feb 07, 2025
BUY
$52.19 - $52.87 $77.1 Million - $78.1 Million
1,477,872 Added 5839.08%
1,503,182 $78.6 Million
Q3 2024

Nov 07, 2024
SELL
$51.45 - $52.96 $43,012 - $44,274
-836 Reduced 3.2%
25,310 $1.34 Million
Q2 2024

Aug 14, 2024
BUY
$51.14 - $51.64 $56,254 - $56,804
1,100 Added 4.39%
26,146 $1.35 Million
Q4 2023

Feb 13, 2024
BUY
$49.78 - $51.24 $258,806 - $266,396
5,199 Added 26.2%
25,046 $1.28 Million
Q3 2023

Nov 08, 2023
SELL
$49.95 - $50.47 $499 - $504
-10 Reduced 0.05%
19,847 $994,000
Q2 2023

Aug 10, 2023
BUY
$50.22 - $51.24 $87,232 - $89,003
1,737 Added 9.59%
19,857 $998,000
Q1 2023

May 09, 2023
BUY
$49.72 - $51.04 $900,926 - $924,844
18,120 New
18,120 $924,000

Others Institutions Holding STPZ

# of Institutions
133
Shares Held
6.35M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR 1-5 YR US TIPS IN

STPZ Quotes by TradingView
  • Ticker STPZ
  • Sector ETFs
  • Industry ETFs
More about STPZ
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