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Caldwell Trust’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Caldwell Trust’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
Q1 		– Sell
-19
Closed -$994 – 769
2024
Q4 		$994 Buy
+19
New +$997 ﹤0.01% 699

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Caldwell Trust's STPZ Position: Q1 2025 in Review

Caldwell Trust sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 19 shares — an estimated $994 sold.

Caldwell Trust first reported a position in STPZ in Q4 2024 and held it in 1 quarter. The position peaked at $994 in Q4 2024. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

  • Caldwell Trust reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Caldwell Trust sold 19 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $994.
  • Caldwell Trust first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Caldwell Trust's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $994 in Q4 2024.
  • 111 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on Caldwell Trust's 13F filing for Q1 2025, filed 23 Sep 2025.