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

Woodward Financial Advisors’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	$2.52M	Buy	+47,242	New	+$2.55M	0.84%	18

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

Woodward Financial Advisors's STPZ Position: Q2 2026 in Review

Woodward Financial Advisors opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 47,242 shares worth $2.52M. The stake represents 0.84% of the portfolio and ranks #18 among its holdings.

115 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Woodward Financial Advisors held 47,242 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.52M as of Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Woodward Financial Advisors position in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.84% of Woodward Financial Advisors's portfolio in Q2 2026, its #18 holding.
115 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.