Great Valley Advisor Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Great Valley Advisor Group’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	$8.3M	Buy	155,678 +21,115	+16%	+$1.14M	0.13%	162
2026 Q1	$7.28M	Buy	134,563 +6,688	+5%	+$361K	0.13%	153
2025 Q4	$6.86M	Buy	127,875 +10,277	+9%	+$554K	0.13%	153
2025 Q3	$6.37M	Buy	117,598 +9,095	+8%	+$491K	0.13%	156
2025 Q2	$5.84M	Buy	108,503 +37,150	+52%	+$1.99M	0.13%	156
2025 Q1	$3.85M	Buy	71,353 +8,427	+13%	+$447K	0.08%	214
2024 Q4	$3.29M	Buy	62,926 +4,491	+8%	+$236K	0.07%	242
2024 Q3	$3.09M	Buy	58,435 +8,607	+17%	+$449K	0.08%	251
2024 Q2	$2.57M	Buy	49,828 +2,614	+6%	+$134K	0.07%	253
2024 Q1	$2.43M	Sell	47,214 -36,626	-44%	-$1.88M	0.07%	242
2023 Q4	$4.29M	Buy	83,840 +8,711	+12%	+$440K	0.15%	158
2023 Q3	$3.76M	Buy	+75,129	New	+$3.77M	0.16%	154

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

Great Valley Advisor Group's STPZ Position: Q2 2026 in Review

Great Valley Advisor Group increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 16% in Q2 2026, buying an estimated $1.14M and bringing the position to 155,678 shares worth $8.3M. The position accounts for 0.13% of the portfolio, ranked #162.

Great Valley Advisor Group first reported a position in STPZ in Q3 2023 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Great Valley Advisor Group held 155,678 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $8.3M as of Q2 2026.
Great Valley Advisor Group bought 21,115 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.14M.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.13% of Great Valley Advisor Group's portfolio in Q2 2026, its #162 holding.
Great Valley Advisor Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2023 and has held it in 12 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.