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

Pinnacle Wealth Planning Services’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	$47.3K	Hold	886	–	–	﹤0.01%	1305
2026 Q1	$47.9K	Hold	886	–	–	0.01%	1225
2025 Q4	$47.5K	Buy	+886	New	+$47.8K	0.01%	1226
2021 Q1	–	Sell	-1,404	Closed	-$76K	–	1736
2020 Q4	$76K	Buy	+1,404	New	+$75.4K	0.02%	592
2018 Q1	–	Sell	-8,494	Closed	-$441K	–	182
2017 Q4	$441K	Buy	+8,494	New	+$443K	0.9%	26

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 Wealth Planning Services's STPZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 886 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Pinnacle Wealth Planning Services first reported a position in STPZ in Q4 2017 and has held it in 5 quarters since. The position peaked at $441K in Q4 2017. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Pinnacle Wealth Planning Services held 886 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $47.3K as of Q2 2026.
Pinnacle Wealth Planning Services 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 Wealth Planning Services's portfolio in Q2 2026, its #1305 holding.
Pinnacle Wealth Planning Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $441K in Q4 2017.
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 Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.