Cerity Partners
STPZ icon

Cerity Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Cerity Partners’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
Q1 		– Sell
-4,554
Closed -$244K – 3392
2025
Q4 		$244K Buy
+4,554
New +$246K ﹤0.01% 2521
2023
Q4 		– Sell
-141,351
Closed -$7.08M – 1895
2023
Q3 		$7.08M Buy
+141,351
New +$7.1M 0.03% 352

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $6.39B AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners's STPZ Position: Q1 2026 in Review

Cerity Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2026, closing a stake of 4,554 shares — an estimated $244K sold.

Cerity Partners first reported a position in STPZ in Q3 2023 and held it in 2 quarters. The position peaked at $7.08M in Q3 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

  • Cerity Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 4,554 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $244K.
  • Cerity Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
  • Cerity Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7.08M in Q3 2023.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.