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Kelman-Lazarov Inc’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Kelman-Lazarov Inc’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 		$7.01M Buy
131,408
+1,044
+0.8% +$56.3K 0.92% 23
2026
Q1 		$7.05M Sell
130,364
-4,696
-3% -$253K 1.01% 23
2025
Q4 		$7.25M Buy
135,060
+2,290
+2% +$124K 1.04% 22
2025
Q3 		$7.19M Buy
132,770
+1,411
+1% +$76.2K 1.07% 21
2025
Q2 		$7.07M Sell
131,359
-5,510
-4% -$295K 1.15% 20
2025
Q1 		$7.39M Sell
136,869
-516
-0.4% -$27.4K 1.34% 18
2024
Q4 		$7.19M Sell
137,385
-5,072
-4% -$266K 1.29% 18
2024
Q3 		$7.53M Sell
142,457
-4,061
-3% -$212K 1.29% 20
2024
Q2 		$7.57M Buy
146,518
+4,684
+3% +$241K 1.41% 20
2024
Q1 		$7.3M Buy
141,834
+4,889
+4% +$250K 1.43% 18
2023
Q4 		$7M Buy
136,945
+19,919
+17% +$1.01M 1.52% 16
2023
Q3 		$5.86M Buy
117,026
+17,452
+18% +$877K 1.39% 16
2023
Q2 		$5.01M Buy
99,574
+9,500
+11% +$482K 1.2% 18
2023
Q1 		$4.6M Buy
90,074
+11,021
+14% +$554K 1.19% 18
2022
Q4 		$3.94M Buy
+79,053
New +$3.95M 1.11% 18
2017
Q1 		– Sell
-600
Closed -$31.5K – 231
2016
Q4 		$31.5K Hold
600
– – 0.02% 193
2016
Q3 		$31.5K Buy
+600
New +$31.5K 0.02% 213

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

Kelman-Lazarov Inc's STPZ Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.8% in Q2 2026, buying an estimated $56.3K and bringing the position to 131,408 shares worth $7.01M. The position accounts for 0.92% of the portfolio, ranked #23.

Kelman-Lazarov Inc first reported a position in STPZ in Q3 2016 and has held it in 17 quarters since. The position peaked at $7.57M in Q2 2024. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Kelman-Lazarov Inc held 131,408 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $7.01M as of Q2 2026.
  • Kelman-Lazarov Inc bought 1,044 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $56.3K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.92% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #23 holding.
  • Kelman-Lazarov Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2016 and has held it in 17 quarters since.
  • Kelman-Lazarov Inc's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7.57M in Q2 2024.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.