Jones Financial Companies
STPZ icon

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

Jones Financial Companies’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 		$487K Buy
9,122
+2,197
+32% +$118K ﹤0.01% 2228
2026
Q1 		$373K Buy
6,925
+346
+5% +$18.7K ﹤0.01% 2173
2025
Q4 		$353K Buy
6,579
+1,698
+35% +$91.6K ﹤0.01% 1653
2025
Q3 		$264K Buy
4,881
+1,505
+45% +$81.3K ﹤0.01% 1673
2025
Q2 		$181K Buy
3,376
+809
+32% +$43.4K ﹤0.01% 1695
2025
Q1 		$139K Sell
2,567
-370
-13% -$19.6K ﹤0.01% 1635
2024
Q4 		$154K Buy
2,937
+2,346
+397% +$123K ﹤0.01% 1464
2024
Q3 		$31.3K Buy
591
+116
+24% +$6.05K ﹤0.01% 1803
2024
Q2 		$24.5K Buy
+475
New +$24.4K ﹤0.01% 1483

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

Jones Financial Companies's STPZ Position: Q2 2026 in Review

Jones Financial Companies increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 32% in Q2 2026, buying an estimated $118K and bringing the position to 9,122 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Jones Financial Companies first reported a position in STPZ in Q2 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Jones Financial Companies held 9,122 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $487K as of Q2 2026.
  • Jones Financial Companies bought 2,197 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $118K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2228 holding.
  • Jones Financial Companies first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2024 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.