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

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

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

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

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

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

Dogwood Wealth Management reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 5.2% in Q2 2026, selling an estimated $2.43K and leaving 821 shares worth $43.8K. The position accounts for 0.02% of the portfolio, ranked #170.

Dogwood Wealth Management first reported a position in STPZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $191K in Q4 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Dogwood Wealth Management held 821 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $43.8K as of Q2 2026.
Dogwood Wealth Management sold 45 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.43K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #170 holding.
Dogwood Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $191K in Q4 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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.