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

AssetMark Inc’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	$693	Hold	13	–	–	﹤0.01%	3226
2026 Q1	$703	Hold	13	–	–	﹤0.01%	3112
2025 Q4	$698	Hold	13	–	–	﹤0.01%	3032
2025 Q3	$704	Hold	13	–	–	﹤0.01%	2863
2025 Q2	$700	Hold	13	–	–	﹤0.01%	2680
2025 Q1	$702	Buy	+13	New	+$690	﹤0.01%	2355
2023 Q1	–	Sell	-43	Closed	-$2.14K	–	1700
2022 Q4	$2.14K	Buy	+43	New	+$2.15K	﹤0.01%	1434
2021 Q3	–	Sell	-198	Closed	-$11K	–	1516
2021 Q2	$11K	Buy	+198	New	+$10.9K	﹤0.01%	981

Other funds holding STPZ

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

LWA

Lantern Wealth Advisors Melville, New York $218M AUM 23.72% 1-Year Est. Return

AssetMark Inc's STPZ Position: Q2 2026 in Review

AssetMark Inc held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 13 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

AssetMark Inc first reported a position in STPZ in Q2 2021 and has held it in 8 quarters since. The position peaked at $11K in Q2 2021. 52 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

AssetMark Inc held 13 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $693 as of Q2 2026.
AssetMark Inc left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3226 holding.
AssetMark Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2021 and has held it in 8 quarters since.
AssetMark Inc's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $11K in Q2 2021.
52 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.