PIMCO ETF TR

Ticker: STPZ CUSIP: 72201R205 Class: 1-5 US TIP IDX

Kelman-Lazarov, Inc.'s Holding History (CIK: 0001672067)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 135,060 Value ($000) $7,247 Avg Close Range
Q3 2025
Shares 132,770 Value ($000) $7,193 Avg Close Range
Q2 2025
Shares 131,359 Value ($000) $7,068 Avg Close Range
Q1 2025
Shares 136,869 Value ($000) $7,394 Avg Close Range
Q4 2024
Shares 137,385 Value ($000) $7,185 Avg Close Range
Q3 2024
Shares 142,457 Value ($000) $7,525 Avg Close Range
Q2 2024
Shares 146,518 Value ($000) $7,566 Avg Close Range
Q1 2024
Shares 141,834 Value ($000) $7,304 Avg Close Range
Q4 2023
Shares 136,945 Value ($000) $7,005 Avg Close Range
Q3 2023
Shares 117,026 Value ($000) $5,862 Avg Close Range
Q2 2023
Shares 99,574 Value ($000) $5,009 Avg Close Range
Q1 2023
Shares 90,074 Value ($000) $4,597 Avg Close Range
Q4 2022
Shares 79,053 Value ($000) $3,942 Avg Close Range
Q4 2016
Shares 600 Value ($000) $31,482 Avg Close Range
Q3 2016
Shares 600 Value ($000) $31,536 Avg Close Range