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

HMV Wealth Advisors’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	$568K	Hold	10,655	–	–	0.22%	53
2026 Q1	$577K	Hold	10,655	–	–	0.27%	45
2025 Q4	$572K	Hold	10,655	–	–	0.29%	46
2025 Q3	$577K	Hold	10,655	–	–	0.32%	46
2025 Q2	$573K	Hold	10,655	–	–	0.38%	47
2025 Q1	$576K	Hold	10,655	–	–	0.46%	50
2024 Q4	$557K	Buy	+10,655	New	+$559K	0.56%	50

Other funds holding STPZ

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

Evanson Financial Mclean, Virginia $2.04B AUM

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return