STPZ β€” PIMCO 1-5 YR US TIPS INDX

Ownership history in One Capital Management, LLC  Β·  6 quarters on record

AI Ownership Summary

One Capital Management, LLC reported PIMCO 1-5 YR US TIPS INDX (STPZ) in 6 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows STPZ at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STPZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Capital Management, LLC's position in PIMCO 1-5 YR US TIPS INDX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

STPZ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STPZ stock page One Capital Management, LLC fund profile One Capital Management, LLC full holdings
How One Capital Management, LLC held STPZ β€” position size vs. price
% of Fund (quarterly)    STPZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 38,557 -4,745 -11.0% 0.07% $2.1M 2025-11-14 $53.46
2025 Q2 REDUCED 43,302 -270,794 -86.2% 0.08% $2.3M 2025-08-11 $53.07
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding STPZ

As of 2025 Q4 β€” sorted by position size

Eagle Strategies LLC 3Y 1.83% Belleair Asset Management, LLC 1.6% Hudson Portfolio Management LLC 3Y 1.58% Lantern Wealth Advisors, LLC 1.22% Kelman-Lazarov, Inc. 3Y 7Y 1.03% Ameritas Advisory Services, LLC 3Y 0.73% Arbor Investment Advisors, LLC 3Y 7Y 0.67% Motiv8 Investments LLC 0.65% KERR FINANCIAL PLANNING Corp 0.57% Gallagher Capital Advisors, LLC 0.39%

FAQ About One Capital Management, LLC and STPZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has One Capital Management, LLC reported owning STPZ?

One Capital Management, LLC reported STPZ across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported STPZ position in One Capital Management, LLC's portfolio?

The largest reported portfolio weight for STPZ was 0.08% in 2025 Q2.

What is the latest reported STPZ position on this page?

The most recent filing on this page is 2025 Q3, when One Capital Management, LLC reported 38,557 shares, equal to 0.07% of portfolio, with an estimated market value of $2.1M.

What does the chart on this STPZ ownership page compare?

The chart compares One Capital Management, LLC's quarterly STPZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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