Lantern Wealth Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Lantern Wealth Advisors’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	$2.7M	Buy	50,663 +7,128	+16%	+$384K	1.24%	21
2026 Q1	$2.36M	Buy	43,535 +650	+2%	+$35.1K	1.21%	20
2025 Q4	$2.3M	Buy	42,885 +10,375	+32%	+$560K	1.22%	21
2025 Q3	$1.76M	Sell	32,510 -963	-3%	-$52K	0.93%	26
2025 Q2	$1.8M	Buy	+33,473	New	+$1.79M	1.07%	24
2024 Q4	$1.63M	Buy	31,133 +4,484	+17%	+$235K	1.06%	25
2024 Q3	$1.41M	Buy	26,649 +2,170	+9%	+$113K	0.98%	30
2024 Q2	$1.26M	Buy	24,479 +419	+2%	+$21.5K	0.92%	30
2024 Q1	$1.24M	Buy	24,060 +1,750	+8%	+$89.7K	0.87%	32
2023 Q4	$1.14M	Buy	+22,310	New	+$1.13M	0.89%	29

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

AAS

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

IWM

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

BFG

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

Lantern Wealth Advisors's STPZ Position: Q2 2026 in Review

Lantern Wealth Advisors increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 16% in Q2 2026, buying an estimated $384K and bringing the position to 50,663 shares worth $2.7M. The position accounts for 1.24% of the portfolio, ranked #21.

Lantern Wealth Advisors first reported a position in STPZ in Q4 2023 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Lantern Wealth Advisors held 50,663 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.7M as of Q2 2026.
Lantern Wealth Advisors bought 7,128 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $384K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 1.24% of Lantern Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Lantern Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 10 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 Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.