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

TD Private Client 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 		$941K Buy
17,642
+2,111
+14% +$114K 0.02% 377
2026
Q1 		$840K Sell
15,531
-2,698
-15% -$146K 0.02% 393
2025
Q4 		$978K Buy
18,229
+803
+5% +$43.3K 0.02% 368
2025
Q3 		$944K Buy
17,426
+1,718
+11% +$92.8K 0.02% 374
2025
Q2 		$845K Buy
15,708
+4,096
+35% +$220K 0.02% 391
2025
Q1 		$627K Buy
11,612
+5,491
+90% +$291K 0.02% 409
2024
Q4 		$320K Sell
6,121
-149
-2% -$7.82K 0.01% 523
2024
Q3 		$331K Buy
6,270
+2,554
+69% +$133K 0.01% 513
2024
Q2 		$192K Sell
3,716
-7,659
-67% -$394K 0.01% 582
2024
Q1 		$586K Sell
11,375
-1,207
-10% -$61.8K 0.02% 426
2023
Q4 		$644K Sell
12,582
-208
-2% -$10.5K 0.02% 401
2023
Q3 		$641K Buy
12,790
+68
+0.5% +$3.42K 0.03% 379
2023
Q2 		$640K Sell
12,722
-1,078
-8% -$54.7K 0.03% 407
2023
Q1 		$704K Sell
13,800
-3,000
-18% -$151K 0.03% 384
2022
Q4 		$838K Buy
16,800
+381
+2% +$19K 0.04% 347
2022
Q3 		$811K Buy
16,419
+1,344
+9% +$69.5K 0.04% 339
2022
Q2 		$788K Sell
15,075
-168
-1% -$8.97K 0.04% 353
2022
Q1 		$830K Buy
15,243
+224
+1% +$12.3K 0.04% 362
2021
Q4 		$829K Buy
15,019
+1,084
+8% +$59.7K 0.03% 362
2021
Q3 		$764K Buy
13,935
+2,604
+23% +$143K 0.03% 355
2021
Q2 		$624K Buy
11,331
+189
+2% +$10.4K 0.03% 385
2021
Q1 		$611K Buy
11,142
+1,407
+14% +$76.8K 0.03% 361
2020
Q4 		$527K Buy
9,735
+808
+9% +$43.4K 0.03% 376
2020
Q3 		$481K Buy
8,927
+765
+9% +$41.1K 0.03% 359
2020
Q2 		$434K Buy
8,162
+937
+13% +$49.3K 0.03% 370
2020
Q1 		$374K Sell
7,225
-1,284
-15% -$67.1K 0.03% 366
2019
Q4 		$446K Buy
+8,509
New +$446K 0.03% 360

Other funds holding STPZ

Bank of America
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Private Client Wealth's STPZ Position: Q2 2026 in Review

TD Private Client Wealth increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 17,642 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #377.

TD Private Client Wealth first reported a position in STPZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $978K in Q4 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • TD Private Client Wealth held 17,642 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $941K as of Q2 2026.
  • TD Private Client Wealth bought 2,111 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $114K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #377 holding.
  • TD Private Client Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $978K in Q4 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 TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.