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

Focus Partners Wealth’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	$4.43M	Buy	83,067 +16,216	+24%	+$874K	﹤0.01%	1016
2026 Q1	$3.62M	Sell	66,851 -1,269	-2%	-$68.4K	﹤0.01%	1057
2025 Q4	$3.66M	Buy	68,120 +36,337	+114%	+$1.96M	﹤0.01%	1073
2025 Q3	$1.72M	Sell	31,783 -3,102	-9%	-$168K	﹤0.01%	1076
2025 Q2	$1.88M	Sell	34,885 -86	-0.2%	-$4.61K	﹤0.01%	921
2025 Q1	$1.89M	Sell	34,971 -1,802	-5%	-$95.6K	﹤0.01%	861
2024 Q4	$1.92M	Sell	36,773 -45,727	-55%	-$2.4M	0.01%	843
2024 Q3	$4.36M	Buy	82,500 +37,670	+84%	+$1.97M	0.01%	596
2024 Q2	$2.31M	Buy	+44,830	New	+$2.3M	0.01%	628

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

Focus Partners Wealth's STPZ Position: Q2 2026 in Review

Focus Partners Wealth increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 24% in Q2 2026, buying an estimated $874K and bringing the position to 83,067 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Focus Partners Wealth first reported a position in STPZ in Q2 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Focus Partners Wealth held 83,067 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $4.43M as of Q2 2026.
Focus Partners Wealth bought 16,216 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $874K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1016 holding.
Focus Partners Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2024 and has held it in 9 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.