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Belleair Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Belleair Asset Management’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 		$1.45M Sell
27,262
-738
-3% -$39.8K 1.22% 21
2026
Q1 		$1.51M Sell
28,000
-3,281
-10% -$177K 1.38% 18
2025
Q4 		$1.68M Buy
+31,281
New +$1.69M 1.6% 17

Other funds holding STPZ

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

Belleair Asset Management's STPZ Position: Q2 2026 in Review

Belleair Asset Management reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 2.6% in Q2 2026, selling an estimated $39.8K and leaving 27,262 shares worth $1.45M. The position accounts for 1.22% of the portfolio, ranked #21.

Belleair Asset Management first reported a position in STPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2025. 53 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Belleair Asset Management held 27,262 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.45M as of Q2 2026.
  • Belleair Asset Management sold 738 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $39.8K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 1.22% of Belleair Asset Management's portfolio in Q2 2026, its #21 holding.
  • Belleair Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.68M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.