Atwood & Palmer’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Atwood & Palmer’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	$42.7K	Hold	800	–	–	﹤0.01%	262
2026 Q1	$43.3K	Hold	800	–	–	﹤0.01%	255
2025 Q4	$42.9K	Hold	800	–	–	﹤0.01%	247
2025 Q3	$43.3K	Hold	800	–	–	﹤0.01%	255
2025 Q2	$43K	Sell	800 -3,700	-82%	-$198K	﹤0.01%	249
2025 Q1	$243K	Sell	4,500 -400	-8%	-$21.2K	0.02%	137
2024 Q4	$256K	Hold	4,900	–	–	0.02%	136
2024 Q3	$259K	Hold	4,900	–	–	0.02%	136
2024 Q2	$253K	Hold	4,900	–	–	0.02%	132
2024 Q1	$252K	Hold	4,900	–	–	0.02%	133
2023 Q4	$251K	Hold	4,900	–	–	0.02%	135
2023 Q3	$245K	Sell	4,900 -400	-8%	-$20.1K	0.02%	128
2023 Q2	$267K	Hold	5,300	–	–	0.02%	132
2023 Q1	$271K	Hold	5,300	–	–	0.03%	121
2022 Q4	$264K	Hold	5,300	–	–	0.02%	134
2022 Q3	$262K	Hold	5,300	–	–	0.03%	126
2022 Q2	$277K	Hold	5,300	–	–	0.03%	124
2022 Q1	$289K	Hold	5,300	–	–	0.03%	127
2021 Q4	$292K	Hold	5,300	–	–	0.02%	131
2021 Q3	$291K	Hold	5,300	–	–	0.03%	130
2021 Q2	$292K	Sell	5,300 -33	-0.6%	-$1.82K	0.03%	130
2021 Q1	$292K	Sell	5,333 -1,092	-17%	-$59.6K	0.03%	129
2020 Q4	$348K	Sell	6,425 -400	-6%	-$21.5K	0.04%	119
2020 Q3	$368K	Hold	6,825	–	–	0.05%	101
2020 Q2	$363K	Hold	6,825	–	–	0.05%	95
2020 Q1	$353K	Sell	6,825 -100	-1%	-$5.23K	0.06%	90
2019 Q4	$363K	Sell	6,925 -1,500	-18%	-$78.5K	0.05%	98
2019 Q3	$442K	Sell	8,425 -3,300	-28%	-$173K	0.06%	89
2019 Q2	$617K	Sell	11,725 -200	-2%	-$10.4K	0.08%	81
2019 Q1	$617K	Sell	11,925 -300	-2%	-$15.4K	0.09%	78
2018 Q4	$622K	Sell	12,225 -400	-3%	-$20.4K	0.1%	77
2018 Q3	$648K	Sell	12,625 -150	-1%	-$7.71K	0.08%	79
2018 Q2	$661K	Sell	12,775 -800	-6%	-$41.3K	0.09%	77
2018 Q1	$706K	Sell	13,575 -900	-6%	-$46.6K	0.1%	73
2017 Q4	$752K	Sell	14,475 -600	-4%	-$31.3K	0.11%	74
2017 Q3	$787K	Buy	15,075 +800	+6%	+$41.8K	0.11%	71
2017 Q2	$745K	Sell	14,275 -1,100	-7%	-$57.7K	0.12%	71
2017 Q1	$812K	Sell	15,375 -13,170	-46%	-$693K	0.13%	66
2016 Q4	$1.5M	Sell	28,545 -1,400	-5%	-$73.4K	0.27%	51
2016 Q3	$1.58M	Hold	29,945	–	–	0.29%	49
2016 Q2	$1.58M	Sell	29,945 -2,100	-7%	-$110K	0.29%	54
2016 Q1	$1.68M	Sell	32,045 -22,635	-41%	-$1.17M	0.3%	53
2015 Q4	$2.81M	Hold	54,680	–	–	0.53%	47
2015 Q3	$2.82M	Sell	54,680 -1,200	-2%	-$62.1K	0.55%	48
2015 Q2	$2.92M	Sell	55,880 -3,784	-6%	-$197K	0.52%	48
2015 Q1	$3.1M	Sell	59,664 -14,001	-19%	-$727K	0.55%	48
2014 Q4	$3.81M	Sell	73,665 -7,674	-9%	-$402K	0.71%	41
2014 Q3	$4.27M	Buy	81,339 +29,080	+56%	+$1.55M	0.81%	42
2014 Q2	$2.8M	Buy	+52,259	New	+$2.79M	0.75%	43

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BAM

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

HWA

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Atwood & Palmer's STPZ Position: Q2 2026 in Review

Atwood & Palmer held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 800 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Atwood & Palmer first reported a position in STPZ in Q2 2014 and has held it in 49 quarters since. The position peaked at $4.27M in Q3 2014. 27 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Atwood & Palmer held 800 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $42.7K as of Q2 2026.
Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #262 holding.
Atwood & Palmer first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.27M in Q3 2014.
27 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.