IWM
STPZ icon

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

IHT 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
Q1 		– Sell
-63,298
Closed -$3.4M – 1335
2025
Q4 		$3.4M Sell
63,298
-49,488
-44% -$2.67M 0.08% 245
2025
Q3 		$6.11M Buy
112,786
+8,911
+9% +$481K 0.15% 138
2025
Q2 		$5.59M Buy
+103,875
New +$5.57M 0.15% 132
2018
Q2 		– Sell
-59
Closed -$3K – 1234
2018
Q1 		$3K Hold
59
– – ﹤0.01% 1448
2017
Q4 		$3K Buy
59
+1
+2% +$52 ﹤0.01% 1440
2017
Q3 		$3K Hold
58
– – ﹤0.01% 1177
2017
Q2 		$65 Hold
58
– – 0.03% 450
2017
Q1 		$3K Buy
+58
New +$3.05K ﹤0.01% 1042

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return