Purchases and Sales Made in Q4 2025 in Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) during Q4 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR US TIPS IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
16.5KNew |
$887K - $895K
|
16.5K
$888K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.1K+ 6.45% |
$869K - $877K
|
266K
$14.3M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.44K+ 11.31% |
$347K - $350K
|
63.4K
$3.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.8K+ 6.53% |
$312K - $315K
|
94.5K
$5.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
5.77KNew |
$311K - $314K
|
5.77K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.29KNew |
$285K - $287K
|
5.29K
$285K
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.29K+ 1.72% |
$123K - $124K
|
135K
$7.28M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
945+ 2.34% |
$50.9K - $51.3K
|
41.4K
$2.23M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
839+ 2.07% |
$45.2K - $45.6K
|
41.4K
$2.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5+ 0.87% |
$269 - $272
|
583
$31.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2+ 1.0% |
$108 - $109
|
202
$10.9K
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-3- 0.02% |
$162 - $163
|
16.7K
$900K
|
|
|
Jan 23, 2026
Q4 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$162 - $163
|
10.1K
$543K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-13- 0.51% |
$700 - $706
|
2.51K
$135K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-78- 3.17% |
$4.2K - $4.24K
|
2.38K
$128K
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-89- 1.02% |
$4.79K - $4.83K
|
8.62K
$464K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-132- 0.63% |
$7.11K - $7.17K
|
20.8K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-146- 82.02% |
$7.86K - $7.93K
|
32
$1.72K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-164- 3.95% |
$8.83K - $8.91K
|
3.99K
$215K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-240- 5.3% |
$12.9K - $13K
|
4.29K
$231K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-898- 34.77% |
$48.3K - $48.8K
|
1.69K
$90.8K
|
|