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

Atria Investments’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 		$2.37M Buy
+44,382
New +$2.39M 0.02% 676
2023
Q3 		– Sell
-39,971
Closed -$2.01M – 884
2023
Q2 		$2.01M Buy
39,971
+8,305
+26% +$421K 0.04% 551
2023
Q1 		$1.62M Buy
31,666
+6,075
+24% +$305K 0.03% 616
2022
Q4 		$1.28M Buy
25,591
+5,075
+25% +$253K 0.03% 666
2022
Q3 		$1.01M Buy
+20,516
New +$1.06M 0.02% 724
2022
Q2 		– Sell
-18,654
Closed -$1.02M – 870
2022
Q1 		$1.02M Buy
+18,654
New +$1.02M 0.02% 850
2017
Q4 		– Sell
-5,385
Closed -$281K – 879
2017
Q3 		$281K Sell
5,385
-375
-7% -$19.6K 0.02% 627
2017
Q2 		$301K Sell
5,760
-676
-11% -$35.5K 0.02% 558
2017
Q1 		$340K Buy
+6,436
New +$339K 0.02% 484
2015
Q1 		– Sell
-24,247
Closed -$1.25M – 438
2014
Q4 		$1.25M Buy
24,247
+776
+3% +$40.7K 0.13% 120
2014
Q3 		$1.23M Buy
+23,471
New +$1.25M 0.13% 136

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

Atria Investments's STPZ Position: Q2 2026 in Review

Atria Investments opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 44,382 shares worth $2.37M. The stake represents 0.02% of the portfolio and ranks #676 among its holdings. This is a return to the name: Atria Investments previously reported a position in STPZ as recently as Q2 2023.

Atria Investments first reported a position in STPZ in Q3 2014 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Atria Investments held 44,382 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.37M as of Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Atria Investments position in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Atria Investments's portfolio in Q2 2026, its #676 holding.
  • Atria Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2014 and has held it in 11 quarters since.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.