Carson Wealth (CWM LLC)
STPZ icon

Carson Wealth (CWM LLC)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$97.2K Sell
1,797
-582
-24% -$31.4K ﹤0.01% 3300
2025
Q4 		$128K Sell
2,379
-78
-3% -$4.21K ﹤0.01% 2888
2025
Q3 		$133K Sell
2,457
-625
-20% -$33.8K ﹤0.01% 2759
2025
Q2 		$166K Sell
3,082
-9,031
-75% -$484K ﹤0.01% 2338
2025
Q1 		$654K Sell
12,113
-350,447
-97% -$18.6M ﹤0.01% 1349
2024
Q4 		$19M Sell
362,560
-7,619
-2% -$400K 0.08% 210
2024
Q3 		$19.6M Sell
370,179
-696
-0.2% -$36.3K 0.08% 210
2024
Q2 		$19.2M Buy
370,875
+368,706
+16,999% +$19M 0.09% 204
2024
Q1 		$112K Sell
2,169
-864
-28% -$44.3K ﹤0.01% 1812
2023
Q4 		$155K Sell
3,033
-1,749
-37% -$88.3K ﹤0.01% 1535
2023
Q3 		$240K Sell
4,782
-507,019
-99% -$25.5M ﹤0.01% 1238
2023
Q2 		$25.7M Sell
511,801
-24,558
-5% -$1.25M 0.16% 124
2023
Q1 		$27.4M Sell
536,359
-43,341
-7% -$2.18M 0.19% 114
2022
Q4 		$28.9M Sell
579,700
-59,376
-9% -$2.96M 0.21% 100
2022
Q3 		$31.6M Buy
639,076
+620,924
+3,421% +$32.1M 0.25% 78
2022
Q2 		$949K Sell
18,152
-281,996
-94% -$15.1M 0.01% 572
2022
Q1 		$16.4M Buy
300,148
+39,466
+15% +$2.16M 0.12% 161
2021
Q4 		$14.4M Buy
+260,682
New +$14.4M 0.1% 181
2016
Q3 		– Sell
-69
Closed -$4K – 1060
2016
Q2 		$4K Sell
69
-21
-23% -$1.1K ﹤0.01% 661
2016
Q1 		$5K Buy
+90
New +$4.65K ﹤0.01% 602
2015
Q4 		– Sell
-8,955
Closed -$462K – 752
2015
Q3 		$462K Buy
+8,955
New +$464K 0.05% 164

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ES
Eagle Strategies New York $1.01B AUM 26.85% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STPZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 24% in Q1 2026, selling an estimated $31.4K and leaving 1,797 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Carson Wealth (CWM LLC) first reported a position in STPZ in Q3 2015 and has held it in 21 quarters since. The position peaked at $31.6M in Q3 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,797 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $97.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 582 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $31.4K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3300 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2015 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $31.6M in Q3 2022.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.