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

Tortoise Investment 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
Q4 		– Sell
-20
Closed -$1.08K – 1282
2025
Q3 		$1.08K Buy
+20
New +$1.08K ﹤0.01% 1027

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
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Tortoise Investment Management's STPZ Position: Q4 2025 in Review

Tortoise Investment Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2025, closing a stake of 20 shares — an estimated $1.08K sold.

Tortoise Investment Management first reported a position in STPZ in Q3 2025 and held it in 1 quarter. The position peaked at $1.08K in Q3 2025. 121 funds tracked by Wall St. Rank hold STPZ as of Q4 2025.

  • Tortoise Investment Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 20 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $1.08K.
  • Tortoise Investment Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.08K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.