Truist Financial
STPZ icon

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

Truist Financial’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
Q3 		$1.83M Buy
35,228
+2,542
+8% +$134K ﹤0.01% 1435
2026
Q2 		$1.74M Sell
32,686
-2,335
-7% -$126K ﹤0.01% 1463
2026
Q1 		$1.89M Sell
35,021
-1,558
-4% -$84K ﹤0.01% 1358
2025
Q4 		$1.96M Buy
36,579
+233
+0.6% +$12.6K ﹤0.01% 1296
2025
Q3 		$1.97M Buy
36,346
+667
+2% +$36K ﹤0.01% 1344
2025
Q2 		$1.92M Sell
35,679
-1,686
-5% -$90.4K ﹤0.01% 1304
2025
Q1 		$2.02M Sell
37,365
-3,088
-8% -$164K ﹤0.01% 1217
2024
Q4 		$2.12M Sell
40,453
-6,312
-13% -$331K ﹤0.01% 1203
2024
Q3 		$2.47M Sell
46,765
-14,568
-24% -$760K ﹤0.01% 1144
2024
Q2 		$3.17M Buy
61,333
+6,686
+12% +$344K ﹤0.01% 1062
2024
Q1 		$2.81M Sell
54,647
-3,153
-5% -$162K ﹤0.01% 1125
2023
Q4 		$2.96M Sell
57,800
-4,830
-8% -$244K ﹤0.01% 1071
2023
Q3 		$3.14M Sell
62,630
-6,556
-9% -$329K 0.01% 1028
2023
Q2 		$3.48M Sell
69,186
-12,923
-16% -$655K 0.01% 994
2023
Q1 		$4.19M Sell
82,109
-81,731
-50% -$4.11M 0.01% 897
2022
Q4 		$8.17M Sell
163,840
-77,976
-32% -$3.89M 0.01% 645
2022
Q3 		$11.9M Sell
241,816
-136,356
-36% -$7.05M 0.02% 507
2022
Q2 		$19.8M Buy
378,172
+108,474
+40% +$5.79M 0.04% 377
2022
Q1 		$14.7M Sell
269,698
-131,090
-33% -$7.18M 0.02% 518
2021
Q4 		$22.1M Buy
400,788
+28,519
+8% +$1.57M 0.03% 403
2021
Q3 		$20.4M Buy
372,269
+41,682
+13% +$2.29M 0.03% 412
2021
Q2 		$18.2M Sell
330,587
-237,204
-42% -$13.1M 0.03% 468
2021
Q1 		$31.1M Buy
567,791
+268,883
+90% +$14.7M 0.05% 305
2020
Q4 		$16.2M Buy
298,908
+16,048
+6% +$862K 0.03% 459
2020
Q3 		$15.2M Buy
282,860
+15,026
+6% +$807K 0.03% 431
2020
Q2 		$14.2M Buy
267,834
+35,081
+15% +$1.85M 0.03% 444
2020
Q1 		$12M Buy
232,753
+26,269
+13% +$1.37M 0.03% 450
2019
Q4 		$10.8M Buy
+206,484
New +$10.8M 0.02% 555

Other funds holding STPZ

Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Arbor Investment Advisors
Arbor Investment Advisors Winston Salem, North Carolina $877M AUM 11.22% 1-Year Est. Return
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lantern Wealth Advisors
Lantern Wealth Advisors Melville, New York $232M AUM 16.88% 1-Year Est. Return

Truist Financial's STPZ Position: Q3 2026 in Review

Truist Financial increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 7.8% in Q3 2026, buying an estimated $134K and bringing the position to 35,228 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Truist Financial first reported a position in STPZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $31.1M in Q1 2021. 62 funds tracked by Wall St. Rank hold STPZ as of Q3 2026.

  • Truist Financial held 35,228 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.83M as of Q3 2026.
  • Truist Financial bought 2,542 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $134K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1435 holding.
  • Truist Financial first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $31.1M in Q1 2021.
  • 62 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.