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

TD Capital 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
2025 Q2	–	Sell	-292	Closed	-$15.8K	–	770
2025 Q1	$15.8K	Buy	292 +1	+0.3%	+$53	﹤0.01%	274
2024 Q4	$15.2K	Buy	291 +1	+0.3%	+$52	﹤0.01%	266
2024 Q3	$15.3K	Buy	+290	New	+$15.1K	﹤0.01%	268
2024 Q1	–	Sell	-1,999	Closed	-$102K	–	553
2023 Q4	$102K	Buy	1,999 +12	+0.6%	+$606	0.01%	139
2023 Q3	$99.5K	Sell	1,987 -252	-11%	-$12.7K	0.01%	129
2023 Q2	$113K	Buy	2,239 +11	+0.5%	+$558	0.01%	125
2023 Q1	$114K	Buy	2,228 +5	+0.2%	+$251	0.01%	121
2022 Q4	$111K	Buy	2,223 +262	+13%	+$13.1K	0.01%	118
2022 Q3	$97K	Buy	+1,961	New	+$101K	0.01%	120

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TD Capital Management's STPZ Position: Q2 2025 in Review

TD Capital Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2025, closing a stake of 292 shares — an estimated $15.8K sold.

TD Capital Management first reported a position in STPZ in Q3 2022 and held it in 9 quarters. The position peaked at $114K in Q1 2023. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

TD Capital Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
TD Capital Management sold 292 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $15.8K.
TD Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 9 quarters.
TD Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $114K in Q1 2023.
118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on TD Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.