KAS
STPZ icon

Kestra Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Kestra Advisory Services’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 		$329K Sell
6,167
-2,080
-25% -$112K ﹤0.01% 2674
2026
Q1 		$446K Buy
8,247
+1,690
+26% +$91.1K ﹤0.01% 2305
2025
Q4 		$352K Buy
6,557
+1,050
+19% +$56.6K ﹤0.01% 2404
2025
Q3 		$298K Sell
5,507
-5,341
-49% -$289K ﹤0.01% 2448
2025
Q2 		$584K Buy
10,848
+5,483
+102% +$294K ﹤0.01% 1859
2025
Q1 		$290K Sell
5,365
-169
-3% -$8.97K ﹤0.01% 2191
2024
Q4 		$289K Sell
5,534
-73
-1% -$3.83K ﹤0.01% 2244
2024
Q3 		$296K Sell
5,607
-3,557
-39% -$186K ﹤0.01% 2097
2024
Q2 		$473K Sell
9,164
-2,706
-23% -$139K ﹤0.01% 1810
2024
Q1 		$611K Sell
11,870
-55,802
-82% -$2.86M ﹤0.01% 1539
2023
Q4 		$3.46M Buy
+67,672
New +$3.42M 0.03% 580
2023
Q3 		– Sell
-9,609
Closed -$483K – 2227
2023
Q2 		$483K Sell
9,609
-133
-1% -$6.75K ﹤0.01% 1334
2023
Q1 		$497K Sell
9,742
-1,212
-11% -$60.9K 0.01% 1283
2022
Q4 		$546K Buy
10,954
+1,759
+19% +$87.8K ﹤0.01% 1362
2022
Q3 		$454K Sell
9,195
-2,901
-24% -$150K ﹤0.01% 1376
2022
Q2 		$632K Buy
+12,096
New +$646K 0.01% 1185
2021
Q1 		– Sell
-5,161
Closed -$279K – 2054
2020
Q4 		$279K Buy
+5,161
New +$277K ﹤0.01% 1509

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

Kestra Advisory Services's STPZ Position: Q2 2026 in Review

Kestra Advisory Services reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 25% in Q2 2026, selling an estimated $112K and leaving 6,167 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Kestra Advisory Services first reported a position in STPZ in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.46M in Q4 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Kestra Advisory Services held 6,167 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $329K as of Q2 2026.
  • Kestra Advisory Services sold 2,080 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $112K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2674 holding.
  • Kestra Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2020 and has held it in 17 quarters since.
  • Kestra Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $3.46M in Q4 2023.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.