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

Creative Planning’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	$999K	Buy	18,735 +1,794	+11%	+$96.7K	﹤0.01%	2642
2026 Q1	$917K	Sell	16,941 -45	-0.3%	-$2.43K	﹤0.01%	2534
2025 Q4	$911K	Buy	+16,986	New	+$916K	﹤0.01%	2356
2023 Q3	–	Sell	-4,267	Closed	-$215K	–	3033
2023 Q2	$215K	Sell	4,267 -7	-0.2%	-$355	﹤0.01%	2163
2023 Q1	$218K	Buy	4,274 +1	+0%	+$50	﹤0.01%	2058
2022 Q4	$213K	Buy	+4,273	New	+$213K	﹤0.01%	1983
2017 Q3	–	Sell	-767	Closed	-$40K	–	3496
2017 Q2	$40K	Sell	767 -133	-15%	-$6.97K	﹤0.01%	2687
2017 Q1	$48K	Buy	+900	New	+$47.4K	﹤0.01%	2509
2015 Q4	–	Sell	-502	Closed	-$26K	–	4569
2015 Q3	$26K	Buy	+502	New	+$26K	﹤0.01%	2530
2014 Q4	–	Sell	-28	Closed	-$1K	–	4332
2014 Q3	$1K	Sell	28 -63	-69%	-$3.35K	﹤0.01%	3863
2014 Q2	$5K	Buy	+91	New	+$4.86K	﹤0.01%	3237

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

Creative Planning's STPZ Position: Q2 2026 in Review

Creative Planning increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 11% in Q2 2026, buying an estimated $96.7K and bringing the position to 18,735 shares worth $999K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Creative Planning first reported a position in STPZ in Q2 2014 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Creative Planning held 18,735 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $999K as of Q2 2026.
Creative Planning bought 1,794 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $96.7K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2642 holding.
Creative Planning first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2014 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.