Midwest Trust
STPZ icon

Midwest Trust’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Midwest Trust’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
-4,100
Closed -$220K – 616
2025
Q4 		$220K Buy
+4,100
New +$221K ﹤0.01% 567

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Midwest Trust's STPZ Position: Q1 2026 in Review

Midwest Trust sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2026, closing a stake of 4,100 shares — an estimated $220K sold.

Midwest Trust first reported a position in STPZ in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 117 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

  • Midwest Trust reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Midwest Trust sold 4,100 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $220K.
  • Midwest Trust first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Midwest Trust's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $220K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.