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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 Sell
47,242
-1,003
-2% -$54.1K 0.84% 18
2026
Q1 		$2.61M Sell
48,245
-1,432
-3% -$77.2K 1.01% 16
2025
Q4 		$2.67M Buy
49,677
+68
+0.1% +$3.67K 1% 19
2025
Q3 		$2.69M Sell
49,609
-127
-0.3% -$6.86K 1.02% 17
2025
Q2 		$2.68M Sell
49,736
-4,557
-8% -$244K 1.1% 16
2025
Q1 		$2.93M Buy
54,293
+2
+0% +$106 1.39% 14
2024
Q4 		$2.84M Buy
54,291
+677
+1% +$35.5K 1.41% 16
2024
Q3 		$2.83M Buy
53,614
+3,652
+7% +$191K 1.42% 16
2024
Q2 		$2.57M Buy
49,962
+4,653
+10% +$239K 1.46% 16
2024
Q1 		$2.32M Sell
45,309
-4,218
-9% -$216K 1.4% 17
2023
Q4 		$2.53M Buy
49,527
+10,201
+26% +$515K 1.67% 16
2023
Q3 		$1.97M Buy
39,326
+612
+2% +$30.7K 1.46% 17
2023
Q2 		$1.95M Buy
38,714
+26,443
+215% +$1.34M 1.45% 16
2023
Q1 		$626K Buy
12,271
+468
+4% +$23.5K 0.51% 29
2022
Q4 		$589K Buy
11,803
+99
+0.8% +$4.94K 0.5% 29
2022
Q3 		$578K Buy
11,704
+6,420
+121% +$332K 0.54% 30
2022
Q2 		$276K Sell
5,284
-150
-3% -$8.01K 0.26% 39
2022
Q1 		$296K Buy
5,434
+13
+0.2% +$712 0.3% 31
2021
Q4 		$299K Buy
+5,421
New +$299K 0.3% 32

Other funds holding STPZ

Bank of America
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
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
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 reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 2.1% in Q2 2026, selling an estimated $54.1K and leaving 47,242 shares worth $2.52M. The position accounts for 0.84% of the portfolio, ranked #18.

Woodward Financial Advisors first reported a position in STPZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.93M in Q1 2025. 116 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.
  • Woodward Financial Advisors sold 1,003 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $54.1K.
  • 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.
  • Woodward Financial Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • Woodward Financial Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.93M in Q1 2025.
  • 116 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.