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

Pinnacle Bancorp’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	$20.3K	Hold	380	–	–	0.01%	624
2026 Q1	$20.6K	Hold	380	–	–	0.01%	600
2025 Q4	$20.4K	Hold	380	–	–	0.01%	593
2025 Q3	$20.6K	Hold	380	–	–	0.01%	614
2025 Q2	$20.4K	Hold	380	–	–	0.01%	597
2025 Q1	$20.5K	Sell	380 -75	-16%	-$3.98K	0.01%	578
2024 Q4	$23.8K	Hold	455	–	–	0.01%	563
2024 Q3	$24K	Hold	455	–	–	0.01%	536
2024 Q2	$23.5K	Hold	455	–	–	0.01%	525
2024 Q1	$23.4K	Hold	455	–	–	0.01%	519
2023 Q4	$23.3K	Hold	455	–	–	0.01%	507
2023 Q3	$22.8K	Hold	455	–	–	0.01%	493
2023 Q2	$22.9K	Hold	455	–	–	0.01%	486
2023 Q1	$23.2K	Hold	455	–	–	0.01%	475
2022 Q4	$23K	Hold	455	–	–	0.01%	460
2022 Q3	$22K	Hold	455	–	–	0.01%	443
2022 Q2	$24K	Sell	455 -596	-57%	-$31.8K	0.01%	429
2022 Q1	$57K	Hold	1,051	–	–	0.02%	328
2021 Q4	$58K	Buy	+1,051	New	+$57.9K	0.02%	333
2020 Q1	–	Sell	-39	Closed	-$2K	–	693
2019 Q4	$2K	Hold	39	–	–	﹤0.01%	630
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	698
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	672
2019 Q1	$2K	Buy	39 +8	+26%	+$410	﹤0.01%	666
2018 Q4	$2K	Buy	+31	New	+$1.58K	﹤0.01%	688

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

Pinnacle Bancorp's STPZ Position: Q2 2026 in Review

Pinnacle Bancorp held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 380 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #624.

Pinnacle Bancorp first reported a position in STPZ in Q4 2018 and has held it in 24 quarters since. The position peaked at $58K in Q4 2021. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Pinnacle Bancorp held 380 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $20.3K as of Q2 2026.
Pinnacle Bancorp 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 Pinnacle Bancorp's portfolio in Q2 2026, its #624 holding.
Pinnacle Bancorp first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and has held it in 24 quarters since.
Pinnacle Bancorp's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $58K in Q4 2021.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.