Princeton Global Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Princeton Global Asset 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	$16.6K	Hold	312	–	–	﹤0.01%	513
2026 Q1	$16.9K	Hold	312	–	–	﹤0.01%	508
2025 Q4	$16.7K	Hold	312	–	–	﹤0.01%	506
2025 Q3	$16.9K	Hold	312	–	–	﹤0.01%	470
2025 Q2	$16.8K	Hold	312	–	–	﹤0.01%	461
2025 Q1	$16.8K	Hold	312	–	–	﹤0.01%	418
2024 Q4	$16.3K	Hold	312	–	–	﹤0.01%	443
2024 Q3	$16.5K	Hold	312	–	–	﹤0.01%	446
2024 Q2	$16.1K	Buy	312 +2	+0.6%	+$103	﹤0.01%	413
2024 Q1	$16K	Hold	310	–	–	﹤0.01%	392
2023 Q4	$15.9K	Buy	310 +1	+0.3%	+$50	﹤0.01%	387
2023 Q3	$15.5K	Sell	309 -305	-50%	-$15.3K	﹤0.01%	362
2023 Q2	$30.9K	Buy	614 +3	+0.5%	+$152	0.01%	299
2023 Q1	$31.2K	Buy	611 +2	+0.3%	+$101	0.01%	300
2022 Q4	$30K	Hold	609	–	–	0.01%	288
2022 Q3	$30K	Buy	609 +15	+3%	+$775	0.01%	281
2022 Q2	$31K	Buy	594 +6	+1%	+$320	0.01%	291
2022 Q1	$32K	Hold	588	–	–	0.01%	315
2021 Q4	$32K	Hold	588	–	–	0.01%	300
2021 Q3	$32K	Hold	588	–	–	0.01%	297
2021 Q2	$32K	Hold	588	–	–	0.01%	296
2021 Q1	$32K	Hold	588	–	–	0.01%	276
2020 Q4	$32K	Hold	588	–	–	0.01%	279
2020 Q3	$32K	Hold	588	–	–	0.01%	252
2020 Q2	$31K	Hold	588	–	–	0.01%	297
2020 Q1	$30K	Buy	+588	New	+$30.7K	0.01%	271

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

Princeton Global Asset Management's STPZ Position: Q2 2026 in Review

Princeton Global Asset Management held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 312 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Princeton Global Asset Management first reported a position in STPZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $32K in Q1 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Princeton Global Asset Management held 312 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $16.6K as of Q2 2026.
Princeton Global Asset Management 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 Princeton Global Asset Management's portfolio in Q2 2026, its #513 holding.
Princeton Global Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2020 and has held it in 26 quarters since.
Princeton Global Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $32K in Q1 2022.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.