Avantax Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$209K	Buy	3,888 +10	+0.3%	+$536	﹤0.01%	2173
2025 Q1	$209K	Sell	3,878 -526	-12%	-$27.9K	﹤0.01%	2076
2024 Q4	$230K	Buy	4,404 +215	+5%	+$11.3K	﹤0.01%	1962
2024 Q3	$221K	Sell	4,189 -27	-0.6%	-$1.41K	﹤0.01%	1953
2024 Q2	$218K	Sell	4,216 -328	-7%	-$16.9K	﹤0.01%	1903
2024 Q1	$234K	Buy	4,544 +387	+9%	+$19.8K	﹤0.01%	1452
2023 Q4	$213K	Buy	4,157 +4	+0.1%	+$202	﹤0.01%	1446
2023 Q3	$208K	Buy	+4,153	New	+$209K	﹤0.01%	1409
2020 Q4	–	Sell	-4,363	Closed	-$235K	–	1317
2020 Q3	$235K	Buy	+4,363	New	+$234K	﹤0.01%	1144

Other funds holding STPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's STPZ Position: Q2 2025 in Review

Avantax Advisory Services increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.26% in Q2 2025, buying an estimated $536 and bringing the position to 3,888 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Avantax Advisory Services first reported a position in STPZ in Q3 2020 and has held it in 9 quarters since. The position peaked at $235K in Q3 2020. 118 funds tracked by Wall St. Rank hold STPZ as of Q2 2025.

Avantax Advisory Services held 3,888 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $209K as of Q2 2025.
Avantax Advisory Services bought 10 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $536.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2173 holding.
Avantax Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $235K in Q3 2020.
118 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.