IF
STPZ icon

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

IRON Financial’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 		$299K Buy
5,612
+105
+2% +$5.66K 0.12% 107
2026
Q1 		$298K Buy
5,507
+9
+0.2% +$485 0.13% 97
2025
Q4 		$295K Buy
5,498
+33
+0.6% +$1.78K 0.14% 93
2025
Q3 		$296K Buy
+5,465
New +$295K 0.14% 86

Other funds holding STPZ

Bank of America
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IRON Financial's STPZ Position: Q2 2026 in Review

IRON Financial increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.9% in Q2 2026, buying an estimated $5.66K and bringing the position to 5,612 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #107.

IRON Financial first reported a position in STPZ in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • IRON Financial held 5,612 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $299K as of Q2 2026.
  • IRON Financial bought 105 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $5.66K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.12% of IRON Financial's portfolio in Q2 2026, its #107 holding.
  • IRON Financial first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 4 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 IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.