Pines Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Pines Wealth Management’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	$272K	Sell	5,093 -41	-0.8%	-$2.21K	0.08%	192
2026 Q1	$278K	Hold	5,134	–	–	0.09%	185
2025 Q4	$275K	Hold	5,134	–	–	0.09%	183
2025 Q3	$278K	Sell	5,134 -592	-10%	-$32K	0.09%	190
2025 Q2	$307K	Sell	5,726 -2,005	-26%	-$107K	0.11%	176
2025 Q1	$416K	Sell	7,731 -883	-10%	-$46.9K	0.19%	122
2024 Q4	$451K	Buy	+8,614	New	+$452K	0.2%	126

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

Pines Wealth Management's STPZ Position: Q2 2026 in Review

Pines Wealth Management reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.8% in Q2 2026, selling an estimated $2.21K and leaving 5,093 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #192.

Pines Wealth Management first reported a position in STPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $451K in Q4 2024. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Pines Wealth Management held 5,093 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $272K as of Q2 2026.
Pines Wealth Management sold 41 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.21K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.08% of Pines Wealth Management's portfolio in Q2 2026, its #192 holding.
Pines Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $451K in Q4 2024.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.