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

EP Wealth 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	$167K	Buy	+3,125	New	+$168K	﹤0.01%	1561
2020 Q1	–	Sell	-4,940	Closed	-$259K	–	430
2019 Q4	$259K	Sell	4,940 -1,750	-26%	-$91.6K	0.01%	356
2019 Q3	$351K	Sell	6,690 -1,263	-16%	-$66.3K	0.02%	257
2019 Q2	$418K	Sell	7,953 -2,657	-25%	-$138K	0.03%	207
2019 Q1	$549K	Sell	10,610 -6,399	-38%	-$328K	0.05%	161
2018 Q4	$865K	Sell	17,009 -9,144	-35%	-$466K	0.07%	131
2018 Q3	$1.34M	Buy	+26,153	New	+$1.34M	0.1%	100

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

EP Wealth Advisors's STPZ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 3,125 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in STPZ as recently as Q4 2019.

EP Wealth Advisors first reported a position in STPZ in Q3 2018 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2018. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

EP Wealth Advisors held 3,125 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $167K as of Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new EP Wealth Advisors position in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1561 holding.
EP Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2018 and has held it in 7 quarters since.
EP Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.34M in Q3 2018.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.