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Darwin Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Darwin Wealth Management’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 		$4.5K Buy
84
+1
+1% +$54 ﹤0.01% 446
2026
Q1 		$4.52K Buy
83
+1
+1% +$54 ﹤0.01% 420
2025
Q4 		$4.43K Hold
82
– – ﹤0.01% 456
2025
Q3 		$4.47K Hold
82
– – ﹤0.01% 437
2025
Q2 		$4.44K Sell
82
-1
-1% -$54 ﹤0.01% 421
2025
Q1 		$4.36K Hold
83
– – ﹤0.01% 451
2024
Q4 		$4.36K Hold
83
– – ﹤0.01% 451
2024
Q3 		$4.41K Buy
+83
New +$4.33K ﹤0.01% 460
2020
Q2 		– Sell
-2,971
Closed -$152K – 688
2020
Q1 		$152K Buy
+2,971
New +$155K 0.05% 153
2019
Q3 		– Sell
-4,446
Closed -$234K – 151
2019
Q2 		$234K Sell
4,446
-134
-3% -$6.98K 0.07% 137
2019
Q1 		$237K Sell
4,580
-624
-12% -$32K 0.08% 135
2018
Q4 		$265K Sell
5,204
-496
-9% -$25.3K 0.19% 83
2018
Q3 		$272K Sell
5,700
-417
-7% -$21.4K 0.15% 102
2018
Q2 		$298K Sell
6,117
-627
-9% -$32.4K 0.19% 96
2018
Q1 		$350K Sell
6,744
-1,303
-16% -$67.5K 0.25% 78
2017
Q4 		$418K Sell
8,047
-1,087
-12% -$56.7K 0.18% 106
2017
Q3 		$477K Buy
9,134
+1,424
+18% +$74.4K 0.46% 57
2017
Q2 		$402K Buy
7,710
+1,075
+16% +$56.4K 0.22% 96
2017
Q1 		$351K Buy
6,635
+1,827
+38% +$96.2K 0.2% 96
2016
Q4 		$252K Buy
+4,808
New +$252K 0.17% 93

Other funds holding STPZ

Bank of America
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Darwin Wealth Management's STPZ Position: Q2 2026 in Review

Darwin Wealth Management increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.2% in Q2 2026, buying an estimated $54 and bringing the position to 84 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Darwin Wealth Management first reported a position in STPZ in Q4 2016 and has held it in 20 quarters since. The position peaked at $477K in Q3 2017. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Darwin Wealth Management held 84 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $4.5K as of Q2 2026.
  • Darwin Wealth Management bought 1 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share in Q2 2026, an estimated $54.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Darwin Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2016 and has held it in 20 quarters since.
  • Darwin Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $477K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.