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

Fiduciary Advisors Inc’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	$11K	Buy	206 +4	+2%	+$216	0.01%	92
2026 Q1	$11K	Hold	202	–	–	0.01%	87
2025 Q4	$10.8K	Buy	202 +2	+1%	+$108	0.01%	90
2025 Q3	$10.8K	Buy	200 +2	+1%	+$108	0.01%	78
2025 Q2	$10.7K	Buy	198 +3	+2%	+$161	0.01%	77
2025 Q1	$10.5K	Hold	195	–	–	0.01%	76
2024 Q4	$10.2K	Buy	+195	New	+$10.2K	0.01%	79

Other funds holding STPZ

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

LWA

Lantern Wealth Advisors Melville, New York $218M AUM 23.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fiduciary Advisors Inc's STPZ Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 2% in Q2 2026, buying an estimated $216 and bringing the position to 206 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #92.

Fiduciary Advisors Inc first reported a position in STPZ in Q4 2024 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Fiduciary Advisors Inc held 206 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $11K as of Q2 2026.
Fiduciary Advisors Inc bought 4 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $216.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #92 holding.
Fiduciary Advisors Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.