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

IHT Wealth 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	$16.1M	Buy	+301,135	New	+$16.2M	0.34%	63
2026 Q1	–	Sell	-63,298	Closed	-$3.4M	–	1329
2025 Q4	$3.4M	Sell	63,298 -49,488	-44%	-$2.67M	0.08%	245
2025 Q3	$6.11M	Buy	112,786 +8,911	+9%	+$481K	0.15%	138
2025 Q2	$5.59M	Buy	+103,875	New	+$5.57M	0.15%	132
2018 Q2	–	Sell	-59	Closed	-$3K	–	1234
2018 Q1	$3K	Hold	59	–	–	﹤0.01%	1448
2017 Q4	$3K	Buy	59 +1	+2%	+$52	﹤0.01%	1440
2017 Q3	$3K	Hold	58	–	–	﹤0.01%	1177
2017 Q2	$65K	Hold	58	–	–	0.03%	450
2017 Q1	$3K	Buy	+58	New	+$3.05K	﹤0.01%	1042

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IHT Wealth Management's STPZ Position: Q2 2026 in Review

IHT Wealth Management opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 301,135 shares worth $16.1M. The stake represents 0.34% of the portfolio and ranks #63 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in STPZ as recently as Q4 2025.

IHT Wealth Management first reported a position in STPZ in Q1 2017 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

IHT Wealth Management held 301,135 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $16.1M as of Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new IHT Wealth Management position in Q2 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.34% of IHT Wealth Management's portfolio in Q2 2026, its #63 holding.
IHT Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2017 and has held it in 9 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 IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.