Arkos Global Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Arkos Global 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	$230K	Buy	4,304 +41	+1%	+$2.21K	0.03%	116
2026 Q1	$231K	Sell	4,263 -12	-0.3%	-$647	0.03%	113
2025 Q4	$229K	Buy	4,275 +1	+0%	+$54	0.03%	116
2025 Q3	$232K	Buy	+4,274	New	+$231K	0.03%	153
2025 Q1	–	Sell	-4,822	Closed	-$252K	–	136
2024 Q4	$252K	Sell	4,822 -3,347	-41%	-$176K	0.04%	112
2024 Q3	$432K	Sell	8,169 -3,213	-28%	-$168K	0.06%	76
2024 Q2	$588K	Sell	11,382 -97	-0.8%	-$4.99K	0.1%	63
2024 Q1	$591K	Hold	11,479	–	–	0.1%	65
2023 Q4	$587K	Sell	11,479 -916	-7%	-$46.2K	0.11%	52
2023 Q3	$621K	Sell	12,395 -9,495	-43%	-$477K	0.13%	43
2023 Q2	$1.1M	Sell	21,890 -144,028	-87%	-$7.3M	0.21%	32
2023 Q1	$8.47M	Sell	165,918 -22,343	-12%	-$1.12M	1.71%	13
2022 Q4	$9.39M	Sell	188,261 -40,037	-18%	-$2M	2.39%	10
2022 Q3	$11.3M	Sell	228,298 -13,622	-6%	-$704K	3.37%	9
2022 Q2	$12.7M	Buy	241,920 +31,026	+15%	+$1.66M	3.59%	7
2022 Q1	$11.5M	Buy	210,894 +197,518	+1,477%	+$10.8M	3%	9
2021 Q4	$738K	Buy	13,376 +1,366	+11%	+$75.3K	0.22%	31
2021 Q3	$659K	Buy	12,010 +994	+9%	+$54.7K	0.22%	30
2021 Q2	$607K	Sell	11,016 -126	-1%	-$6.94K	0.21%	32
2021 Q1	$611K	Sell	11,142 -222	-2%	-$12.1K	0.23%	31
2020 Q4	$616K	Sell	11,364 -819	-7%	-$44K	0.25%	30
2020 Q3	$657K	Sell	12,183 -5,675	-32%	-$305K	0.3%	31
2020 Q2	$950K	Sell	17,858 -6,378	-26%	-$336K	0.5%	26
2020 Q1	$1.25M	Buy	24,236 +1,336	+6%	+$69.8K	0.82%	23
2019 Q4	$1.2M	Hold	22,900	–	–	0.79%	23
2019 Q3	$1.2M	Hold	22,900	–	–	0.85%	22
2019 Q2	$1.21M	Hold	22,900	–	–	0.89%	22
2019 Q1	$1.18M	Hold	22,900	–	–	0.89%	22
2018 Q4	$1.17M	Buy	+22,900	New	+$1.17M	0.95%	21

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

Arkos Global Advisors's STPZ Position: Q2 2026 in Review

Arkos Global Advisors increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.96% in Q2 2026, buying an estimated $2.21K and bringing the position to 4,304 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #116.

Arkos Global Advisors first reported a position in STPZ in Q4 2018 and has held it in 29 quarters since. The position peaked at $12.7M in Q2 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Arkos Global Advisors held 4,304 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $230K as of Q2 2026.
Arkos Global Advisors bought 41 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.21K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.03% of Arkos Global Advisors's portfolio in Q2 2026, its #116 holding.
Arkos Global Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and has held it in 29 quarters since.
Arkos Global Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $12.7M in Q2 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 Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.