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

Beacon Pointe 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 		$3.19M Sell
59,898
-3,095
-5% -$167K 0.01% 625
2026
Q1 		$3.41M Buy
62,993
+6,525
+12% +$352K 0.02% 580
2025
Q4 		$3.03M Sell
56,468
-16,128
-22% -$870K 0.02% 508
2025
Q3 		$3.93M Sell
72,596
-19,350
-21% -$1.05M 0.03% 407
2025
Q2 		$4.95M Sell
91,946
-12,310
-12% -$660K 0.05% 315
2025
Q1 		$5.63M Sell
104,256
-6,175
-6% -$328K 0.06% 272
2024
Q4 		$5.78M Sell
110,431
-13,580
-11% -$713K 0.06% 251
2024
Q3 		$6.55M Sell
124,011
-4,000
-3% -$209K 0.08% 233
2024
Q2 		$6.61M Sell
128,011
-8,149
-6% -$419K 0.08% 226
2024
Q1 		$7.01M Sell
136,160
-3,490
-2% -$179K 0.08% 226
2023
Q4 		$7.14M Sell
139,650
-15,575
-10% -$786K 0.09% 213
2023
Q3 		$7.78M Buy
+155,225
New +$7.8M 0.1% 192
2023
Q2 		– Sell
-157,610
Closed -$8.04M – 1181
2023
Q1 		$8.04M Buy
+157,610
New +$7.92M 0.14% 153
2021
Q4 		– Sell
-3,996
Closed -$219K – 1000
2021
Q3 		$219K Buy
+3,996
New +$220K 0.01% 827

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

Beacon Pointe Advisors's STPZ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 4.9% in Q2 2026, selling an estimated $167K and leaving 59,898 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #625.

Beacon Pointe Advisors first reported a position in STPZ in Q3 2021 and has held it in 14 quarters since. The position peaked at $8.04M in Q1 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Beacon Pointe Advisors held 59,898 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $3.19M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,095 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $167K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #625 holding.
  • Beacon Pointe Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2021 and has held it in 14 quarters since.
  • Beacon Pointe Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $8.04M in Q1 2023.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.