Jim Saulnier & Associates’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Jim Saulnier & Associates’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	–	Sell	-8,291	Closed	-$449K	–	158
2026 Q1	$449K	Sell	8,291 -331	-4%	-$17.9K	0.22%	85
2025 Q4	$463K	Sell	8,622 -89	-1%	-$4.8K	0.24%	85
2025 Q3	$472K	Sell	8,711 -1,201	-12%	-$64.9K	0.26%	78
2025 Q2	$533K	Sell	9,912 -1,045	-10%	-$56K	0.36%	60
2025 Q1	$592K	Buy	10,957 +592	+6%	+$31.4K	0.46%	52
2024 Q4	$542K	Buy	10,365 +1,566	+18%	+$82.2K	0.47%	44
2024 Q3	$465K	Buy	+8,799	New	+$459K	0.45%	42

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

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

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

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

Jim Saulnier & Associates's STPZ Position: Q2 2026 in Review

Jim Saulnier & Associates sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026, closing a stake of 8,291 shares — an estimated $449K sold.

Jim Saulnier & Associates first reported a position in STPZ in Q3 2024 and held it in 7 quarters. The position peaked at $592K in Q1 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Jim Saulnier & Associates reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Jim Saulnier & Associates sold 8,291 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $449K.
Jim Saulnier & Associates first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2024 and held it in 7 quarters.
Jim Saulnier & Associates's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $592K in Q1 2025.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.