Raymond James Financial’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Raymond James Financial’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	$1.13M	Sell	21,207 -5,981	-22%	-$322K	﹤0.01%	3909
2026 Q1	$1.47M	Sell	27,188 -759	-3%	-$40.9K	﹤0.01%	3581
2025 Q4	$1.5M	Buy	27,947 +20,353	+268%	+$1.1M	﹤0.01%	3501
2025 Q3	$411K	Sell	7,594 -961	-11%	-$51.9K	﹤0.01%	4235
2025 Q2	$460K	Buy	8,555 +1,113	+15%	+$59.6K	﹤0.01%	4059
2025 Q1	$402K	Sell	7,442 -2,042	-22%	-$108K	﹤0.01%	4060
2024 Q4	$496K	Buy	+9,484	New	+$498K	﹤0.01%	3907

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

Raymond James Financial's STPZ Position: Q2 2026 in Review

Raymond James Financial reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 22% in Q2 2026, selling an estimated $322K and leaving 21,207 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

Raymond James Financial first reported a position in STPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Raymond James Financial held 21,207 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.13M as of Q2 2026.
Raymond James Financial sold 5,981 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $322K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3909 holding.
Raymond James Financial 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.
Raymond James Financial's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.5M in Q4 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.