Vertex Planning Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Vertex Planning Partners’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	$478K	Sell	8,958 -23	-0.3%	-$1.24K	0.07%	95
2026 Q1	$486K	Buy	8,981 +756	+9%	+$40.8K	0.09%	76
2025 Q4	$441K	Sell	8,225 -244	-3%	-$13.2K	0.1%	78
2025 Q3	$459K	Buy	8,469 +64	+0.8%	+$3.46K	0.09%	122
2025 Q2	$452K	Buy	8,405 +1,000	+14%	+$53.6K	0.09%	117
2025 Q1	$400K	Sell	7,405 -867	-10%	-$46K	0.09%	120
2024 Q4	$433K	Sell	8,272 -166	-2%	-$8.71K	0.1%	119
2024 Q3	$446K	Sell	8,438 -967	-10%	-$50.4K	0.11%	100
2024 Q2	$486K	Sell	9,405 -2,160	-19%	-$111K	0.13%	86
2024 Q1	$596K	Hold	11,565	–	–	0.16%	73
2023 Q4	$592K	Sell	11,565 -424	-4%	-$21.4K	0.18%	67
2023 Q3	$601K	Buy	11,989 +128	+1%	+$6.43K	0.21%	60
2023 Q2	$597K	Buy	11,861 +2,979	+34%	+$151K	0.2%	64
2023 Q1	$453K	Buy	+8,882	New	+$446K	0.17%	65

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

Vertex Planning Partners's STPZ Position: Q2 2026 in Review

Vertex Planning Partners reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.26% in Q2 2026, selling an estimated $1.24K and leaving 8,958 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #95.

Vertex Planning Partners first reported a position in STPZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $601K in Q3 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Vertex Planning Partners held 8,958 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $478K as of Q2 2026.
Vertex Planning Partners sold 23 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.24K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.07% of Vertex Planning Partners's portfolio in Q2 2026, its #95 holding.
Vertex Planning Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
Vertex Planning Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $601K in Q3 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.