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

NewEdge 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	$4.53K	Hold	85	–	–	﹤0.01%	3749
2026 Q1	$4.6K	Sell	85 -31	-27%	-$1.67K	﹤0.01%	3616
2025 Q4	$6.22K	Sell	116 -84,937	-100%	-$4.58M	﹤0.01%	3616
2025 Q3	$4.61M	Buy	85,053 +7,321	+9%	+$396K	0.02%	663
2025 Q2	$4.18M	Buy	+77,732	New	+$4.17M	0.02%	635
2023 Q4	–	Sell	-281	Closed	-$14.1K	–	3872
2023 Q3	$14.1K	Hold	281	–	–	﹤0.01%	2475
2023 Q2	$14.1K	Hold	281	–	–	﹤0.01%	2493
2023 Q1	$14.3K	Sell	281 -450	-62%	-$22.6K	﹤0.01%	2453
2022 Q4	$22.5K	Buy	+731	New	+$36.5K	﹤0.01%	2084
2017 Q3	–	Sell	-834	Closed	-$43.3K	–	1023
2017 Q2	$43.3K	Buy	+834	New	+$43.7K	0.01%	559

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

NewEdge Advisors's STPZ Position: Q2 2026 in Review

NewEdge Advisors held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 85 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3749.

NewEdge Advisors first reported a position in STPZ in Q2 2017 and has held it in 10 quarters since. The position peaked at $4.61M in Q3 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

NewEdge Advisors held 85 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $4.53K as of Q2 2026.
NewEdge 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 ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3749 holding.
NewEdge Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2017 and has held it in 10 quarters since.
NewEdge Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.61M 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.