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

Harbour Investments’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 Q1	$8.36K	Buy	154 +78	+103%	+$4.21K	﹤0.01%	3355
2025 Q4	$4.08K	Hold	76	–	–	﹤0.01%	3089
2025 Q3	$4.12K	Buy	+76	New	+$4.11K	﹤0.01%	3059
2022 Q4	–	Sell	-526	Closed	-$28K	–	3110
2022 Q3	$28K	Hold	526	–	–	﹤0.01%	1501
2022 Q2	$28K	Buy	+526	New	+$28.1K	﹤0.01%	1501
2021 Q4	$27K	Buy	488 +137	+39%	+$7.55K	﹤0.01%	1537
2021 Q3	$19K	Buy	351 +266	+313%	+$14.6K	﹤0.01%	2337
2021 Q2	$5K	Hold	85	–	–	﹤0.01%	3088
2021 Q1	$5K	Buy	+85	New	+$4.64K	﹤0.01%	2936

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments's STPZ Position: Q1 2026 in Review

Harbour Investments increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 103% in Q1 2026, buying an estimated $4.21K and bringing the position to 154 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3355.

Harbour Investments first reported a position in STPZ in Q1 2021 and has held it in 9 quarters since. The position peaked at $28K in Q3 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

Harbour Investments held 154 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $8.36K as of Q1 2026.
Harbour Investments bought 78 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $4.21K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3355 holding.
Harbour Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2021 and has held it in 9 quarters since.
Harbour Investments's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $28K in Q3 2022.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.