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

Western Reserve 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
2026 Q3	$214K	Hold	4,118	–	–	0.15%	50
2026 Q2	$220K	Hold	4,118	–	–	0.16%	50
2026 Q1	$223K	Hold	4,118	–	–	0.18%	45
2025 Q4	$221K	Buy	+4,118	New	+$222K	0.21%	43

Other funds holding STPZ

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Western Reserve Capital Management's STPZ Position: Q3 2026 in Review

Western Reserve Capital Management held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q3 2026 at 4,118 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #50.

Western Reserve Capital Management first reported a position in STPZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $223K in Q1 2026. 5 funds tracked by Wall St. Rank hold STPZ as of Q3 2026.

Western Reserve Capital Management held 4,118 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $214K as of Q3 2026.
Western Reserve Capital Management left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.15% of Western Reserve Capital Management's portfolio in Q3 2026, its #50 holding.
Western Reserve Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
Western Reserve Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $223K in Q1 2026.
5 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Western Reserve Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.