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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 Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19
2024
Q4 		$994 Buy
+19