Delap Wealth Advisory’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Delap Wealth Advisory’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	$228K	Hold	4,280	–	–	0.08%	84
2026 Q1	$232K	Hold	4,280	–	–	0.09%	81
2025 Q4	$230K	Sell	4,280 -828	-16%	-$44.7K	0.09%	89
2025 Q3	$276K	Hold	5,108	–	–	0.12%	74
2025 Q2	$275K	Hold	5,108	–	–	0.13%	68
2025 Q1	$276K	Hold	5,108	–	–	0.15%	64
2024 Q4	$267K	Hold	5,108	–	–	0.16%	67
2024 Q3	$270K	Hold	5,108	–	–	0.17%	52
2024 Q2	$264K	Hold	5,108	–	–	0.12%	89
2024 Q1	$263K	Sell	5,108 -5,108	-50%	-$262K	0.11%	185
2023 Q4	$523K	Buy	10,216 +5,108	+100%	+$258K	0.24%	50
2023 Q3	$256K	Hold	5,108	–	–	0.25%	42
2023 Q2	$257K	Sell	5,108 -403	-7%	-$20.4K	0.25%	36
2023 Q1	$281K	Buy	+5,511	New	+$277K	0.29%	41

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

Delap Wealth Advisory's STPZ Position: Q2 2026 in Review

Delap Wealth Advisory held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 4,280 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #84.

Delap Wealth Advisory first reported a position in STPZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $523K in Q4 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Delap Wealth Advisory held 4,280 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $228K as of Q2 2026.
Delap Wealth Advisory left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.08% of Delap Wealth Advisory's portfolio in Q2 2026, its #84 holding.
Delap Wealth Advisory first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
Delap Wealth Advisory's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $523K in Q4 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.