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

Ameritas Advisory Services’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	$30M	Buy	562,327 +197,247	+54%	+$10.6M	0.61%	38
2026 Q1	$19.8M	Buy	365,080 +176	+0%	+$9.49K	0.77%	27
2025 Q4	$19.6M	Buy	+364,904	New	+$19.7M	0.73%	34
2025 Q3	–	Sell	-427,690	Closed	-$23M	–	2834
2025 Q2	$23M	Sell	427,690 -58,548	-12%	-$3.14M	1.2%	13
2025 Q1	$26.3M	Sell	486,238 -4,386	-0.9%	-$233K	1.06%	17
2024 Q4	$25.7M	Buy	490,624 +13,601	+3%	+$714K	0.89%	23
2024 Q3	$25.2M	Sell	477,023 -49,770	-9%	-$2.6M	1.09%	17
2024 Q2	$27.2M	Sell	526,793 -86,835	-14%	-$4.46M	1.03%	19
2024 Q1	$31.6M	Buy	613,628 +77,462	+14%	+$3.97M	1.3%	14
2023 Q4	$27.4M	Sell	536,166 -278,985	-34%	-$14.1M	1.51%	9
2023 Q3	$40.8M	Buy	+815,151	New	+$41M	2.04%	4
2023 Q2	–	Sell	-763,365	Closed	-$38.9M	–	2277
2023 Q1	$38.9M	Buy	763,365 +107,032	+16%	+$5.38M	1.95%	5
2022 Q4	$32.7M	Buy	656,333 +81,043	+14%	+$4.04M	1.52%	7
2022 Q3	$28.4M	Buy	575,290 +35,922	+7%	+$1.86M	1.7%	9
2022 Q2	$28.2M	Buy	539,368 +60,790	+13%	+$3.25M	1.63%	9
2022 Q1	$26.1M	Buy	478,578 +112,476	+31%	+$6.16M	0.95%	27
2021 Q4	$20.2M	Buy	+366,102	New	+$20.2M	0.74%	30

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameritas Advisory Services increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 54% in Q2 2026, buying an estimated $10.6M and bringing the position to 562,327 shares worth $30M. The position accounts for 0.61% of the portfolio, ranked #38.

Ameritas Advisory Services first reported a position in STPZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $40.8M in Q3 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Ameritas Advisory Services held 562,327 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $30M as of Q2 2026.
Ameritas Advisory Services bought 197,247 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $10.6M.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.61% of Ameritas Advisory Services's portfolio in Q2 2026, its #38 holding.
Ameritas Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $40.8M in Q3 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.