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

Commonwealth Equity 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
2026 Q2	$2.47M	Buy	46,280 +16,353	+55%	+$882K	﹤0.01%	1929
2026 Q1	$1.62M	Sell	29,927 -353	-1%	-$19K	﹤0.01%	2191
2025 Q4	$1.62M	Buy	30,280 +10,304	+52%	+$556K	﹤0.01%	2151
2025 Q3	$1.08M	Buy	19,976 +46	+0.2%	+$2.48K	﹤0.01%	2536
2025 Q2	$1.07M	Buy	19,930 +2,756	+16%	+$148K	﹤0.01%	2502
2025 Q1	$928K	Sell	17,174 -1,369	-7%	-$72.6K	﹤0.01%	2517
2024 Q4	$970K	Sell	18,543 -19,686	-51%	-$1.03M	﹤0.01%	2409
2024 Q3	$2.02M	Sell	38,229 -20,454	-35%	-$1.07M	﹤0.01%	1809
2024 Q2	$3.03M	Sell	58,683 -629	-1%	-$32.3K	﹤0.01%	1517
2024 Q1	$3.06M	Sell	59,312 -6,327	-10%	-$324K	0.01%	1484
2023 Q4	$3.36M	Sell	65,639 -6,307	-9%	-$318K	0.01%	1355
2023 Q3	$3.6M	Sell	71,946 -250,236	-78%	-$12.6M	0.01%	1219
2023 Q2	$16.2M	Sell	322,182 -8,673	-3%	-$440K	0.03%	487
2023 Q1	$16.9M	Sell	330,855 -39,018	-11%	-$1.96M	0.04%	453
2022 Q4	$18.4M	Buy	369,873 +35,793	+11%	+$1.79M	0.04%	392
2022 Q3	$16.5M	Sell	334,080 -7,802	-2%	-$403K	0.04%	392
2022 Q2	$17.9M	Buy	341,882 +20,546	+6%	+$1.1M	0.05%	375
2022 Q1	$17.5M	Buy	321,336 +225,433	+235%	+$12.3M	0.04%	416
2021 Q4	$5.29M	Buy	95,903 +8,471	+10%	+$467K	0.01%	905
2021 Q3	$4.8M	Buy	87,432 +4,746	+6%	+$261K	0.01%	896
2021 Q2	$4.55M	Sell	82,686 -2,674	-3%	-$147K	0.01%	901
2021 Q1	$4.68M	Buy	85,360 +11,814	+16%	+$645K	0.01%	819
2020 Q4	$3.98M	Buy	73,546 +4,464	+6%	+$240K	0.01%	838
2020 Q3	$3.72M	Buy	69,082 +200	+0.3%	+$10.7K	0.01%	766
2020 Q2	$3.66M	Sell	68,882 -1,582	-2%	-$83.3K	0.01%	728
2020 Q1	$3.64M	Sell	70,464 -554	-0.8%	-$29K	0.02%	640
2019 Q4	$3.72M	Buy	71,018 +1,102	+2%	+$57.7K	0.01%	723
2019 Q3	$3.67M	Buy	69,916 +1,657	+2%	+$87K	0.02%	687
2019 Q2	$3.59M	Sell	68,259 -3,103	-4%	-$162K	0.02%	688
2019 Q1	$3.69M	Sell	71,362 -2,207	-3%	-$113K	0.02%	660
2018 Q4	$3.74M	Buy	73,569 +209	+0.3%	+$10.7K	0.02%	601
2018 Q3	$3.76M	Sell	73,360 -510	-0.7%	-$26.2K	0.02%	632
2018 Q2	$3.82M	Buy	73,870 +2,535	+4%	+$131K	0.02%	604
2018 Q1	$3.71M	Buy	71,335 +5,755	+9%	+$298K	0.02%	588
2017 Q4	$3.41M	Buy	65,580 +1,650	+3%	+$86K	0.02%	611
2017 Q3	$3.34M	Buy	63,930 +4,336	+7%	+$226K	0.02%	579
2017 Q2	$3.11M	Buy	59,594 +4,714	+9%	+$247K	0.02%	583
2017 Q1	$2.9M	Buy	54,880 +5,146	+10%	+$271K	0.02%	586
2016 Q4	$2.61M	Buy	49,734 +2,308	+5%	+$121K	0.02%	605
2016 Q3	$2.5M	Buy	47,426 +3,190	+7%	+$168K	0.02%	588
2016 Q2	$2.34M	Buy	44,236 +4,138	+10%	+$217K	0.02%	590
2016 Q1	$2.1M	Sell	40,098 -897	-2%	-$46.3K	0.02%	618
2015 Q4	$2.1M	Buy	40,995 +2,372	+6%	+$122K	0.02%	605
2015 Q3	$1.99M	Sell	38,623 -335	-0.9%	-$17.3K	0.02%	599
2015 Q2	$2.03M	Sell	38,958 -503	-1%	-$26.2K	0.02%	616
2015 Q1	$2.05M	Buy	39,461 +1,546	+4%	+$80.3K	0.02%	593
2014 Q4	$1.96M	Sell	37,915 -417	-1%	-$21.8K	0.02%	586
2014 Q3	$2.01M	Buy	38,332 +4,696	+14%	+$250K	0.02%	558
2014 Q2	$1.8M	Buy	33,636 +26,719	+386%	+$1.43M	0.02%	598
2014 Q1	$366K	Sell	6,917 -71	-1%	-$3.77K	0.01%	1353
2013 Q4	$370K	Buy	6,988 +2,833	+68%	+$150K	0.01%	1309
2013 Q3	$220K	Buy	+4,155	New	+$220K	﹤0.01%	1578

Other funds holding STPZ

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services's STPZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 55% in Q2 2026, buying an estimated $882K and bringing the position to 46,280 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Commonwealth Equity Services first reported a position in STPZ in Q3 2013 and has held it in 52 quarters since. The position peaked at $18.4M in Q4 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Commonwealth Equity Services held 46,280 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.47M as of Q2 2026.
Commonwealth Equity Services bought 16,353 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $882K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1929 holding.
Commonwealth Equity Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2013 and has held it in 52 quarters since.
Commonwealth Equity Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $18.4M in Q4 2022.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.