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

Diversified 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 		$320K Hold
6,000
– – 0.01% 894
2026
Q1 		$325K Sell
6,000
-330
-5% -$17.8K 0.01% 825
2025
Q4 		$340K Hold
6,330
– – 0.01% 792
2025
Q3 		$343K Hold
6,330
– – 0.01% 764
2025
Q2 		$341K Hold
6,330
– – 0.01% 717
2025
Q1 		$342K Hold
6,330
– – 0.01% 698
2024
Q4 		$331K Hold
6,330
– – 0.01% 720
2024
Q3 		$334K Hold
6,330
– – 0.01% 706
2024
Q2 		$327K Hold
6,330
– – 0.01% 665
2024
Q1 		$326K Hold
6,330
– – 0.01% 638
2023
Q4 		$324K Sell
6,330
-590
-9% -$29.8K 0.01% 631
2023
Q3 		$347K Buy
6,920
+330
+5% +$16.6K 0.01% 574
2023
Q2 		$331K Buy
6,590
+590
+10% +$29.9K 0.01% 586
2023
Q1 		$306K Hold
6,000
– – 0.01% 613
2022
Q4 		$299K Hold
6,000
– – 0.01% 587
2022
Q3 		$296K Hold
6,000
– – 0.01% 550
2022
Q2 		$314K Hold
6,000
– – 0.01% 550
2022
Q1 		$327K Buy
+6,000
New +$328K 0.01% 585

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

Diversified Trust's STPZ Position: Q2 2026 in Review

Diversified Trust held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 6,000 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #894.

Diversified Trust first reported a position in STPZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $347K in Q3 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Diversified Trust held 6,000 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $320K as of Q2 2026.
  • Diversified Trust left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #894 holding.
  • Diversified Trust first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • Diversified Trust's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $347K in Q3 2023.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.