Montag & Associates
STPZ icon

Montag & Associates’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Montag & Associates’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 		$508K Buy
9,525
+140
+1% +$7.55K 0.02% 315
2026
Q1 		$508K Hold
9,385
– – 0.02% 306
2025
Q4 		$505K Buy
+9,385
New +$506K 0.02% 297

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
Ameritas Advisory Services
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
IHT Wealth Management
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
Bleakley Financial Group
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

Montag & Associates's STPZ Position: Q2 2026 in Review

Montag & Associates increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.5% in Q2 2026, buying an estimated $7.55K and bringing the position to 9,525 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #315.

Montag & Associates 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.

  • Montag & Associates held 9,525 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $508K as of Q2 2026.
  • Montag & Associates bought 140 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $7.55K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #315 holding.
  • Montag & Associates 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 Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.