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

Perennial Investment 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 		$971K Buy
+18,199
New +$981K 0.06% 220
2025
Q4 		– Sell
-13,189
Closed -$715K – 532
2025
Q3 		$715K Buy
+13,189
New +$713K 0.06% 227

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

Perennial Investment Advisors's STPZ Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 18,199 shares worth $971K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in STPZ as recently as Q3 2025.

Perennial Investment Advisors first reported a position in STPZ in Q3 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Perennial Investment Advisors held 18,199 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $971K as of Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Perennial Investment Advisors position in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #220 holding.
  • Perennial Investment Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 2 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 Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.