Hudson Portfolio Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Hudson Portfolio Management’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	$1.77M	Sell	33,098 -1,150	-3%	-$62K	1.33%	20
2026 Q1	$1.85M	Buy	34,248 +37	+0.1%	+$2K	1.56%	16
2025 Q4	$1.84M	Buy	34,211 +2,525	+8%	+$136K	1.58%	18
2025 Q3	$1.72M	Buy	31,686 +1,643	+5%	+$88.8K	1.52%	21
2025 Q2	$1.62M	Hold	30,043	–	–	1.51%	23
2025 Q1	$1.62M	Sell	30,043 -400	-1%	-$21.2K	1.56%	19
2024 Q4	$1.59M	Sell	30,443 -310	-1%	-$16.3K	1.56%	18
2024 Q3	$1.62M	Buy	+30,753	New	+$1.6M	1.6%	19
2023 Q4	$1.86M	Sell	36,313 -2,350	-6%	-$119K	2.01%	15
2023 Q3	$1.94M	Buy	+38,663	New	+$1.94M	2.2%	11

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

Hudson Portfolio Management's STPZ Position: Q2 2026 in Review

Hudson Portfolio Management reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 3.4% in Q2 2026, selling an estimated $62K and leaving 33,098 shares worth $1.77M. The position accounts for 1.33% of the portfolio, ranked #20.

Hudson Portfolio Management first reported a position in STPZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.94M in Q3 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Hudson Portfolio Management held 33,098 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.77M as of Q2 2026.
Hudson Portfolio Management sold 1,150 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $62K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 1.33% of Hudson Portfolio Management's portfolio in Q2 2026, its #20 holding.
Hudson Portfolio Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2023 and has held it in 10 quarters since.
Hudson Portfolio Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.94M in Q3 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.