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

Essential 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	$1M	Sell	18,749 -949	-5%	-$51.2K	0.28%	36
2026 Q1	$1.07M	Sell	19,698 -1,078	-5%	-$58.1K	0.34%	35
2025 Q4	$1.11M	Sell	20,776 -132	-0.6%	-$7.12K	0.36%	33
2025 Q3	$1.13M	Sell	20,908 -3,088	-13%	-$167K	0.39%	33
2025 Q2	$1.29M	Sell	23,996 -751	-3%	-$40.2K	0.48%	29
2025 Q1	$1.34M	Sell	24,747 -1,478,435	-98%	-$78.5M	0.54%	26
2024 Q4	$78.9M	Buy	1,503,182 +1,477,872	+5,839%	+$77.6M	0.51%	20
2024 Q3	$1.34M	Sell	25,310 -836	-3%	-$43.6K	0.55%	24
2024 Q2	$1.35M	Buy	26,146 +1,100	+4%	+$56.5K	0.59%	24
2024 Q1	$1.28M	Hold	25,046	–	–	0.64%	20
2023 Q4	$1.28M	Buy	25,046 +5,199	+26%	+$262K	0.65%	20
2023 Q3	$994K	Sell	19,847 -10	-0.1%	-$502	0.55%	22
2023 Q2	$999K	Buy	19,857 +1,737	+10%	+$88.1K	0.57%	19
2023 Q1	$925K	Buy	+18,120	New	+$911K	0.56%	21

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

Essential Planning's STPZ Position: Q2 2026 in Review

Essential Planning reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 4.8% in Q2 2026, selling an estimated $51.2K and leaving 18,749 shares worth $1M. The position accounts for 0.28% of the portfolio, ranked #36.

Essential Planning first reported a position in STPZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $78.9M in Q4 2024. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Essential Planning held 18,749 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1M as of Q2 2026.
Essential Planning sold 949 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $51.2K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.28% of Essential Planning's portfolio in Q2 2026, its #36 holding.
Essential Planning 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.
Essential Planning's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $78.9M in Q4 2024.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.