GRP
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Global Retirement Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Global Retirement Partners’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 		$20.4K Buy
+382
New +$20.6K ﹤0.01% 3045
2025
Q4 		$55.2K Sell
1,029
-170
-14% -$9.17K ﹤0.01% 2297
2025
Q3 		$65K Sell
1,199
-185
-13% -$10K ﹤0.01% 1753
2025
Q2 		$74.5K Buy
+1,384
New +$74.2K ﹤0.01% 1569
2024
Q4 		$53.8K Buy
+1,029
New +$54K ﹤0.01% 1586
2023
Q1 		– Sell
-319
Closed -$15.9K – 3333
2022
Q4 		$15.9K Sell
319
-725
-69% -$36.2K ﹤0.01% 1569
2022
Q3 		$52K Hold
1,044
– – ﹤0.01% 1002
2022
Q2 		$55K Hold
1,044
– – ﹤0.01% 958
2022
Q1 		$56K Buy
+1,044
New +$57.2K ﹤0.01% 958
2021
Q4 		– Sell
-1,044
Closed -$57K – 1600
2021
Q3 		$57K Hold
1,044
– – 0.01% 820
2021
Q2 		$57K Hold
1,044
– – 0.01% 805
2021
Q1 		$57K Hold
1,044
– – 0.01% 742
2020
Q4 		$57K Hold
1,044
– – 0.01% 688
2020
Q3 		$56K Hold
1,044
– – 0.01% 613
2020
Q2 		$56K Buy
1,044
+319
+44% +$16.8K 0.01% 612
2020
Q1 		$37K Hold
725
– – 0.01% 637
2019
Q4 		$38K Hold
725
– – 0.01% 711
2019
Q3 		$38K Hold
725
– – 0.01% 696
2019
Q2 		$38K Hold
725
– – 0.01% 683
2019
Q1 		$37K Hold
725
– – 0.01% 630
2018
Q4 		$37K Hold
725
– – 0.01% 577
2018
Q3 		$37K Hold
725
– – 0.01% 636
2018
Q2 		$38K Hold
725
– – 0.01% 609
2018
Q1 		$38K Hold
725
– – 0.01% 597
2017
Q4 		$38K Buy
+725
New +$37.8K 0.01% 573
2017
Q1 		– Sell
-350
Closed -$18K – 1147
2016
Q4 		$18K Buy
+350
New +$18.4K 0.01% 543

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
ES
Eagle Strategies New York $1.01B AUM 26.85% 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

Global Retirement Partners's STPZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 382 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #3045 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in STPZ as recently as Q4 2025.

Global Retirement Partners first reported a position in STPZ in Q4 2016 and has held it in 26 quarters since. The position peaked at $74.5K in Q2 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Global Retirement Partners held 382 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $20.4K as of Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Global Retirement Partners position in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3045 holding.
  • Global Retirement Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2016 and has held it in 26 quarters since.
  • Global Retirement Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $74.5K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.