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

WCG Wealth 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 		$614K Buy
11,513
+113
+1% +$6.09K 0.01% 481
2026
Q1 		$617K Hold
11,400
– – 0.02% 433
2025
Q4 		$612K Buy
+11,400
New +$615K 0.02% 423

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

WCG Wealth Advisors's STPZ Position: Q2 2026 in Review

WCG Wealth Advisors increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.99% in Q2 2026, buying an estimated $6.09K and bringing the position to 11,513 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #481.

WCG Wealth Advisors first reported a position in STPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $617K in Q1 2026. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • WCG Wealth Advisors held 11,513 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $614K as of Q2 2026.
  • WCG Wealth Advisors bought 113 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $6.09K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #481 holding.
  • WCG Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $617K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.