Creative Planning
STPZ icon

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
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 – 4572
2015
Q3 		$26K Buy
+502
New +$26K ﹤0.01% 2530
2014
Q4 		– Sell
-28
Closed -$1K – 4333
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
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 $57.1B AUM 35.3% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return