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

Colonial 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
2026 Q2	$57.1K	Buy	+1,070	New	+$57.7K	0.01%	498

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Colonial Trust's STPZ Position: Q2 2026 in Review

Colonial Trust opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 1,070 shares worth $57.1K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings.

116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Colonial Trust held 1,070 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $57.1K as of Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Colonial Trust position in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #498 holding.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.