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

Lutz Financial 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 		$4.08M Hold
76,584
– – 0.25% 48
2026
Q1 		$4.14M Sell
76,584
-2,284
-3% -$123K 0.28% 48
2025
Q4 		$4.23M Sell
78,868
-6,746
-8% -$364K 0.29% 48
2025
Q3 		$4.64M Hold
85,614
– – 0.34% 46
2025
Q2 		$4.61M Sell
85,614
-1,018
-1% -$54.6K 0.36% 45
2025
Q1 		$4.68M Sell
86,632
-5,574
-6% -$296K 0.38% 44
2024
Q4 		$4.82M Sell
92,206
-755
-0.8% -$39.6K 0.39% 44
2024
Q3 		$4.91M Sell
92,961
-3,226
-3% -$168K 0.4% 45
2024
Q2 		$4.97M Buy
96,187
+234
+0.2% +$12K 0.43% 41
2024
Q1 		$4.94M Sell
95,953
-1,174
-1% -$60.2K 0.43% 43
2023
Q4 		$4.97M Sell
97,127
-5,563
-5% -$281K 0.47% 41
2023
Q3 		$5.14M Sell
102,690
-1,452
-1% -$72.9K 0.56% 38
2023
Q2 		$5.24M Buy
104,142
+2,863
+3% +$145K 0.56% 37
2023
Q1 		$5.17M Buy
101,279
+10,945
+12% +$550K 0.59% 38
2022
Q4 		$4.5M Buy
90,334
+59,446
+192% +$2.97M 0.55% 38
2022
Q3 		$1.53M Buy
+30,888
New +$1.6M 0.21% 44

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

Lutz Financial Services's STPZ Position: Q2 2026 in Review

Lutz Financial Services held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 76,584 shares worth $4.08M. The position accounts for 0.25% of the portfolio, ranked #48.

Lutz Financial Services first reported a position in STPZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.24M in Q2 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Lutz Financial Services held 76,584 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $4.08M as of Q2 2026.
  • Lutz Financial Services left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.25% of Lutz Financial Services's portfolio in Q2 2026, its #48 holding.
  • Lutz Financial Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • Lutz Financial Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $5.24M in Q2 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 Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.