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

Eagle Strategies’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 		$15.4M Buy
289,382
+14,071
+5% +$759K 1.53% 12
2026
Q1 		$14.9M Buy
275,311
+8,998
+3% +$485K 1.78% 11
2025
Q4 		$14.3M Buy
266,313
+16,138
+6% +$871K 1.83% 12
2025
Q3 		$13.6M Buy
250,175
+230,268
+1,157% +$12.4M 1.81% 11
2025
Q2 		$1.07M Buy
19,907
+1,114
+6% +$59.7K 0.16% 104
2025
Q1 		$1.02M Buy
18,793
+3,412
+22% +$181K 0.18% 102
2024
Q4 		$804K Buy
+15,381
New +$807K 0.14% 115
2024
Q2 		– Sell
-12,786
Closed -$658K – 316
2024
Q1 		$658K Buy
+12,786
New +$655K 0.15% 138
2023
Q2 		– Sell
-105,788
Closed -$5.4M – 189
2023
Q1 		$5.4M Buy
105,788
+8,437
+9% +$424K 1.35% 19
2022
Q4 		$4.85M Buy
97,351
+13,938
+17% +$696K 1.45% 20
2022
Q3 		$4.12M Sell
83,413
-10,108
-11% -$522K 2.15% 14
2022
Q2 		$4.89M Buy
93,521
+14,809
+19% +$791K 1.78% 14
2022
Q1 		$4.29M Buy
78,712
+64,489
+453% +$3.53M 1.68% 16
2021
Q4 		$785K Buy
+14,223
New +$784K 0.31% 68

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
AAS
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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Eagle Strategies's STPZ Position: Q2 2026 in Review

Eagle Strategies increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 5.1% in Q2 2026, buying an estimated $759K and bringing the position to 289,382 shares worth $15.4M. The position accounts for 1.53% of the portfolio, ranked #12.

Eagle Strategies first reported a position in STPZ in Q4 2021 and has held it in 14 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Eagle Strategies held 289,382 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $15.4M as of Q2 2026.
  • Eagle Strategies bought 14,071 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $759K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 1.53% of Eagle Strategies's portfolio in Q2 2026, its #12 holding.
  • Eagle Strategies first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 14 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 Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.