Golden State Equity Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Golden State Equity Partners’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	$21.6K	Hold	405	–	–	0.06%	174
2026 Q1	$21.9K	Buy	+405	New	+$21.8K	﹤0.01%	1074

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

Golden State Equity Partners's STPZ Position: Q2 2026 in Review

Golden State Equity Partners held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 405 shares worth $21.6K. The position accounts for 0.06% of the portfolio, ranked #174.

Golden State Equity Partners first reported a position in STPZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $21.9K in Q1 2026. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Golden State Equity Partners held 405 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $21.6K as of Q2 2026.
Golden State Equity Partners 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 0.06% of Golden State Equity Partners's portfolio in Q2 2026, its #174 holding.
Golden State Equity Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $21.9K in Q1 2026.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.