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Bleakley Financial Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Bleakley Financial Group’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 		$13.6M Buy
255,166
+454
+0.2% +$24.5K 0.17% 100
2026
Q1 		$13.8M Buy
254,712
+195
+0.1% +$10.5K 0.22% 84
2025
Q4 		$13.7M Sell
254,517
-5,881
-2% -$317K 0.24% 74
2025
Q3 		$14.1M Sell
260,398
-2,551
-1% -$138K 0.33% 59
2025
Q2 		$14.1M Sell
262,949
-5,536
-2% -$297K 0.36% 55
2025
Q1 		$14.5M Sell
268,485
-11,714
-4% -$622K 0.47% 41
2024
Q4 		$14.7M Buy
280,199
+2,075
+0.7% +$109K 0.44% 37
2024
Q3 		$14.7M Sell
278,124
-89,478
-24% -$4.67M 0.45% 37
2024
Q2 		$19M Sell
367,602
-5,341
-1% -$275K 0.55% 30
2024
Q1 		$19.2M Sell
372,943
-54,743
-13% -$2.8M 0.56% 30
2023
Q4 		$21.9M Buy
427,686
+68,617
+19% +$3.46M 0.7% 24
2023
Q3 		$18M Buy
359,069
+1,487
+0.4% +$74.7K 0.63% 26
2023
Q2 		$18M Buy
357,582
+10,252
+3% +$520K 0.56% 33
2023
Q1 		$17.7M Buy
347,330
+8,366
+2% +$420K 0.59% 30
2022
Q4 		$16.9M Buy
+338,964
New +$16.9M 0.6% 29

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bleakley Financial Group's STPZ Position: Q2 2026 in Review

Bleakley Financial Group increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.18% in Q2 2026, buying an estimated $24.5K and bringing the position to 255,166 shares worth $13.6M. The position accounts for 0.17% of the portfolio, ranked #100.

Bleakley Financial Group first reported a position in STPZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.9M in Q4 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Bleakley Financial Group held 255,166 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $13.6M as of Q2 2026.
  • Bleakley Financial Group bought 454 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $24.5K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.17% of Bleakley Financial Group's portfolio in Q2 2026, its #100 holding.
  • Bleakley Financial Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $21.9M in Q4 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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.