Concurrent Investment Advisors
STPZ icon

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

Concurrent Investment 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 		$2.25M Buy
42,203
+622
+1% +$33.5K 0.02% 685
2026
Q1 		$2.25M Buy
41,581
+212
+0.5% +$11.4K 0.02% 572
2025
Q4 		$2.22M Buy
41,369
+945
+2% +$51K 0.03% 535
2025
Q3 		$2.19M Sell
40,424
-212
-0.5% -$11.5K 0.04% 439
2025
Q2 		$2.19M Buy
40,636
+2,121
+6% +$114K 0.04% 408
2025
Q1 		$2.08M Buy
38,515
+3,151
+9% +$167K 0.05% 358
2024
Q4 		$1.85M Buy
35,364
+1,247
+4% +$65.4K 0.05% 342
2024
Q3 		$1.8M Buy
34,117
+3,727
+12% +$194K 0.05% 340
2024
Q2 		$1.57M Buy
30,390
+3,885
+15% +$200K 0.05% 335
2024
Q1 		$1.36M Buy
26,505
+14,516
+121% +$744K 0.06% 317
2023
Q4 		$613K Buy
+11,989
New +$605K 0.03% 449

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
Ameritas Advisory Services
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
IHT Wealth Management
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
Bleakley Financial Group
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

Concurrent Investment Advisors's STPZ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.5% in Q2 2026, buying an estimated $33.5K and bringing the position to 42,203 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #685.

Concurrent Investment Advisors first reported a position in STPZ in Q4 2023 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Concurrent Investment Advisors held 42,203 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.25M as of Q2 2026.
  • Concurrent Investment Advisors bought 622 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $33.5K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #685 holding.
  • Concurrent Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.