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

Apella Capital’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	$210K	Buy	3,960 +7	+0.2%	+$377	﹤0.01%	662
2026 Q1	$215K	Sell	3,953 -36	-0.9%	-$1.94K	﹤0.01%	634
2025 Q4	$214K	Sell	3,989 -164	-4%	-$8.85K	﹤0.01%	505
2025 Q3	$225K	Sell	4,153 -203	-5%	-$11K	0.01%	436
2025 Q2	$234K	Sell	4,356 -18	-0.4%	-$965	0.01%	389
2025 Q1	$234K	Sell	4,374 -63	-1%	-$3.34K	0.01%	351
2024 Q4	$232K	Sell	4,437 -250	-5%	-$13.1K	0.01%	315
2024 Q3	$248K	Buy	4,687 +1	+0%	+$52	0.01%	289
2024 Q2	$242K	Buy	+4,686	New	+$241K	0.01%	281

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

Apella Capital's STPZ Position: Q2 2026 in Review

Apella Capital increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.18% in Q2 2026, buying an estimated $377 and bringing the position to 3,960 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Apella Capital first reported a position in STPZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $248K in Q3 2024. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Apella Capital held 3,960 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $210K as of Q2 2026.
Apella Capital bought 7 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $377.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #662 holding.
Apella Capital first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Apella Capital's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $248K in Q3 2024.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.