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

IFG Advisory’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	$132K	Buy	+2,480	New	+$134K	﹤0.01%	990
2023 Q4	–	Sell	-4,480	Closed	-$224K	–	594
2023 Q3	$224K	Buy	+4,480	New	+$225K	0.02%	496
2023 Q2	–	Sell	-8,020	Closed	-$409K	–	468
2023 Q1	$409K	Buy	8,020 +2,000	+33%	+$101K	0.04%	355
2022 Q4	$300K	Buy	+6,020	New	+$300K	0.03%	399

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

IFG Advisory's STPZ Position: Q2 2026 in Review

IFG Advisory opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 2,480 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: IFG Advisory previously reported a position in STPZ as recently as Q3 2023.

IFG Advisory first reported a position in STPZ in Q4 2022 and has held it in 4 quarters since. The position peaked at $409K in Q1 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

IFG Advisory held 2,480 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $132K as of Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new IFG Advisory position in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #990 holding.
IFG Advisory first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and has held it in 4 quarters since.
IFG Advisory's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $409K in Q1 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.