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 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

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Western Reserve Capital Management's STPZ Position: Q2 2026 in Review

Western Reserve Capital Management held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 4,118 shares worth $220K. The position accounts for 0.16% of the portfolio, ranked #50.

Western Reserve Capital Management first reported a position in STPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q1 2026. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Western Reserve Capital Management held 4,118 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $220K as of Q2 2026.
Western Reserve Capital Management left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.16% of Western Reserve Capital Management's portfolio in Q2 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 3 quarters since.
Western Reserve Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $223K in Q1 2026.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Western Reserve Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.