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

Dogwood 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	$43.8K	Sell	821 -45	-5%	-$2.43K	0.02%	170
2026 Q1	$46.9K	Sell	866 -231	-21%	-$12.5K	0.02%	155
2025 Q4	$58.9K	Hold	1,097	–	–	0.03%	123
2025 Q3	$59.4K	Hold	1,097	–	–	0.03%	118
2025 Q2	$58.8K	Hold	1,097	–	–	0.03%	117
2025 Q1	$59.3K	Sell	1,097 -49	-4%	-$2.6K	0.03%	114
2024 Q4	$59.9K	Sell	1,146 -1,432	-56%	-$75.2K	0.03%	113
2024 Q3	$136K	Buy	2,578 +207	+9%	+$10.8K	0.08%	93
2024 Q2	$122K	Sell	2,371 -200	-8%	-$10.3K	0.08%	93
2024 Q1	$132K	Sell	2,571 -1,162	-31%	-$59.5K	0.09%	89
2023 Q4	$191K	Buy	+3,733	New	+$188K	0.15%	81

Other funds holding STPZ

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return