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

MASECO Private Wealth’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	$42.3K	Hold	793	–	–	﹤0.01%	174
2026 Q1	$42.9K	Sell	793 -322	-29%	-$17.4K	﹤0.01%	151
2025 Q4	$59.8K	Hold	1,115	–	–	﹤0.01%	156
2025 Q3	$60.4K	Hold	1,115	–	–	﹤0.01%	80
2025 Q2	$60K	Buy	+1,115	New	+$59.8K	﹤0.01%	161

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

MASECO Private Wealth's STPZ Position: Q2 2026 in Review

MASECO Private Wealth held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 793 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

MASECO Private Wealth first reported a position in STPZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $60.4K in Q3 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

MASECO Private Wealth held 793 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $42.3K as of Q2 2026.
MASECO Private Wealth 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 MASECO Private Wealth's portfolio in Q2 2026, its #174 holding.
MASECO Private Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
MASECO Private Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $60.4K in Q3 2025.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.