Advisory Services Network’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Advisory Services Network’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	$931K	Buy	17,456 +3,302	+23%	+$178K	0.01%	1053
2026 Q1	$766K	Buy	14,154 +60	+0.4%	+$3.24K	0.01%	1055
2025 Q4	$756K	Buy	14,094 +101	+0.7%	+$5.45K	0.01%	1014
2025 Q3	$758K	Buy	13,993 +402	+3%	+$21.7K	0.01%	1003
2025 Q2	$731K	Buy	+13,591	New	+$728K	0.01%	977
2023 Q2	–	Sell	-327	Closed	-$16.7K	–	3405
2023 Q1	$16.7K	Hold	327	–	–	﹤0.01%	2655
2022 Q4	$16.3K	Buy	+327	New	+$16.3K	﹤0.01%	2610
2022 Q3	–	Sell	-15,446	Closed	-$808K	–	1442
2022 Q2	$808K	Buy	15,446 +5,742	+59%	+$307K	0.03%	638
2022 Q1	$529K	Buy	+9,704	New	+$531K	0.02%	888
2020 Q2	–	Sell	-56	Closed	-$3K	–	2539
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	2673
2019 Q4	$3K	Hold	56	–	–	﹤0.01%	2787
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	2577
2019 Q2	$3K	Buy	+56	New	+$2.92K	﹤0.01%	2575
2018 Q2	–	Sell	-19,181	Closed	-$997K	–	2684
2018 Q1	$997K	Buy	19,181 +29	+0.2%	+$1.5K	0.08%	338
2017 Q4	$995K	Buy	19,152 +1,161	+6%	+$60.5K	0.09%	311
2017 Q3	$939K	Sell	17,991 -2,655	-13%	-$139K	0.11%	244
2017 Q2	$1.08M	Buy	20,646 +2,962	+17%	+$155K	0.14%	197
2017 Q1	$934K	Buy	+17,684	New	+$931K	0.14%	200
2016 Q3	$660K	Buy	12,533 +1,429	+13%	+$75.1K	0.12%	220
2016 Q2	$587K	Buy	11,104 +7,470	+206%	+$391K	0.13%	212
2016 Q1	$190K	Buy	3,634 +1,740	+92%	+$89.8K	0.05%	388
2015 Q4	$97K	Buy	1,894 +546	+41%	+$28.1K	0.03%	444
2015 Q3	$70K	Buy	+1,348	New	+$69.8K	0.02%	467

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

Advisory Services Network's STPZ Position: Q2 2026 in Review

Advisory Services Network increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 23% in Q2 2026, buying an estimated $178K and bringing the position to 17,456 shares worth $931K. The position accounts for 0.01% of the portfolio, ranked #1053.

Advisory Services Network first reported a position in STPZ in Q3 2015 and has held it in 23 quarters since. The position peaked at $1.08M in Q2 2017. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Advisory Services Network held 17,456 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $931K as of Q2 2026.
Advisory Services Network bought 3,302 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $178K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1053 holding.
Advisory Services Network first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2015 and has held it in 23 quarters since.
Advisory Services Network's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.08M in Q2 2017.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.