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STPZ icon

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

Allworth Financial’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 		$529K Buy
9,920
+552
+6% +$29.8K ﹤0.01% 960
2026
Q1 		$507K Sell
9,368
-296
-3% -$16K ﹤0.01% 951
2025
Q4 		$519K Sell
9,664
-727
-7% -$39.2K ﹤0.01% 925
2025
Q3 		$563K Sell
10,391
-440
-4% -$23.8K ﹤0.01% 854
2025
Q2 		$583K Sell
10,831
-3,416
-24% -$183K ﹤0.01% 792
2025
Q1 		$768K Hold
14,247
– – ﹤0.01% 588
2024
Q4 		$749K Sell
14,247
-445
-3% -$23.4K ﹤0.01% 596
2024
Q3 		$776K Sell
14,692
-2,011
-12% -$105K ﹤0.01% 484
2024
Q2 		$864K Sell
16,703
-2,457
-13% -$126K 0.01% 449
2024
Q1 		$987K Sell
19,160
-1,599
-8% -$81.9K 0.01% 413
2023
Q4 		$1.06M Sell
20,759
-1,425
-6% -$71.9K 0.01% 403
2023
Q3 		$1.11M Sell
22,184
-5,452
-20% -$274K 0.01% 362
2023
Q2 		$1.39M Sell
27,636
-10,943
-28% -$555K 0.01% 333
2023
Q1 		$1.97M Sell
38,579
-1,376
-3% -$69.2K 0.02% 255
2022
Q4 		$1.99M Sell
39,955
-3,855
-9% -$192K 0.02% 242
2022
Q3 		$2.17M Buy
43,810
+19,033
+77% +$984K 0.03% 221
2022
Q2 		$1.3M Buy
+24,777
New +$1.32M 0.02% 274

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

Allworth Financial's STPZ Position: Q2 2026 in Review

Allworth Financial increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 5.9% in Q2 2026, buying an estimated $29.8K and bringing the position to 9,920 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Allworth Financial first reported a position in STPZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q3 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Allworth Financial held 9,920 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $529K as of Q2 2026.
  • Allworth Financial bought 552 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $29.8K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #960 holding.
  • Allworth Financial first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.17M in Q3 2022.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.