MAI Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

MAI Capital Management’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	–	Sell	-1,968	Closed	-$107K	–	4403
2026 Q1	$107K	Buy	1,968 +5	+0.3%	+$270	﹤0.01%	1799
2025 Q4	$105K	Sell	1,963 -39	-2%	-$2.1K	﹤0.01%	1614
2025 Q3	$108K	Buy	2,002 +18	+0.9%	+$973	﹤0.01%	1534
2025 Q2	$107K	Buy	1,984 +25	+1%	+$1.34K	﹤0.01%	1450
2025 Q1	$106K	Buy	1,959 +3	+0.2%	+$159	﹤0.01%	1374
2024 Q4	$102K	Buy	+1,956	New	+$103K	﹤0.01%	1423

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

MAI Capital Management's STPZ Position: Q2 2026 in Review

MAI Capital Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026, closing a stake of 1,968 shares — an estimated $107K sold.

MAI Capital Management first reported a position in STPZ in Q4 2024 and held it in 6 quarters. The position peaked at $108K in Q3 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

MAI Capital Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,968 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $107K.
MAI Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $108K in Q3 2025.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.