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

Mezzasalma 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 		$369K Buy
6,921
+781
+13% +$42.1K 0.07% 132
2026
Q1 		$332K Buy
6,140
+366
+6% +$19.7K 0.08% 122
2025
Q4 		$310K Buy
+5,774
New +$312K 0.07% 126

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

Mezzasalma Advisors's STPZ Position: Q2 2026 in Review

Mezzasalma Advisors increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 13% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,921 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #132.

Mezzasalma Advisors first reported a position in STPZ in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Mezzasalma Advisors held 6,921 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $369K as of Q2 2026.
  • Mezzasalma Advisors bought 781 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $42.1K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.07% of Mezzasalma Advisors's portfolio in Q2 2026, its #132 holding.
  • Mezzasalma Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 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 Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.