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

Marathon Strategic 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 		$265K Hold
4,964
– – 0.15% 46
2026
Q1 		$269K Sell
4,964
-30
-0.6% -$1.62K 0.19% 43
2025
Q4 		$268K Sell
4,994
-135
-3% -$7.28K 0.2% 43
2025
Q3 		$278K Buy
5,129
+62
+1% +$3.35K 0.22% 45
2025
Q2 		$273K Sell
5,067
-374
-7% -$20K 0.25% 37
2025
Q1 		$294K Hold
5,441
– – 0.32% 33
2024
Q4 		$285K Sell
5,441
-58
-1% -$3.04K 0.31% 33
2024
Q3 		$290K Sell
5,499
-471
-8% -$24.6K 0.31% 29
2024
Q2 		$308K Sell
5,970
-311
-5% -$16K 0.36% 32
2024
Q1 		$323K Sell
6,281
-592
-9% -$30.3K 0.39% 21
2023
Q4 		$352K Buy
+6,873
New +$347K 0.48% 25

Other funds holding STPZ

OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Marathon Strategic Advisors's STPZ Position: Q2 2026 in Review

Marathon Strategic Advisors held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 4,964 shares worth $265K. The position accounts for 0.15% of the portfolio, ranked #46.

Marathon Strategic Advisors first reported a position in STPZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $352K in Q4 2023. 12 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Marathon Strategic Advisors held 4,964 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $265K as of Q2 2026.
  • Marathon Strategic Advisors 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 0.15% of Marathon Strategic Advisors's portfolio in Q2 2026, its #46 holding.
  • Marathon Strategic Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • Marathon Strategic Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $352K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.