Arbor Investment Advisors, LLC STPZ — PIMCO 1-5 Year US TIPS Index ETF

Ownership history in Arbor Investment Advisors, LLC  ·  51 quarters on record

AI Ownership Summary

Arbor Investment Advisors, LLC reported PIMCO 1-5 Year US TIPS Index ETF (STPZ) in 51 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.68% in 2026 Q1. The latest visible filing shows STPZ at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STPZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arbor Investment Advisors, LLC's position in PIMCO 1-5 Year US TIPS Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STPZ was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STPZ stock page Arbor Investment Advisors, LLC fund profile Arbor Investment Advisors, LLC full holdings
How Arbor Investment Advisors, LLC held STPZ — position size vs. price
% of Fund (quarterly)    STPZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 96,423 +1,889 +2.0% 0.68% $5.2M 2026-04-28 $53.60
2025 Q4 ADDED — — — 94,534 +5,795 +6.5% 0.67% $5.1M 2026-01-23 $52.71
2025 Q3 REDUCED — — — 88,739 -547 -0.6% 0.61% $4.8M 2025-10-21 $52.74
2025 Q2 ADDED — — — 89,286 +1,280 +1.5% 0.62% $4.8M 2025-07-30 $51.88
2025 Q1 ADDED — — — 88,006 +1,207 +1.4% 0.65% $4.8M 2025-04-25 $51.38
2024 Q4 ADDED — — — 86,799 +4,712 +5.7% 0.64% $4.5M 2025-02-04 $50.11
2024 Q3 ADDED — — — 82,087 +5,526 +7.2% 0.57% $4.3M 2024-10-24 $49.46
2024 Q2 ADDED — — — 76,561 +20,913 +37.6% 0.58% $4.0M 2024-08-05 $49.13
2024 Q1 ADDED — — — 55,648 +20,185 +56.9% 0.42% $2.9M 2024-04-23 $47.69
2023 Q4 ADDED — — — 35,463 +12,812 +56.6% 0.28% $1.8M 2024-01-29 $47.61
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STPZ

As of 2026 Q1 — sorted by position size

Elevation Capital Advisory, LLC 3Y 3.32% Optimus Capital Advisors, LLC 2.69% Eagle Strategies LLC 3Y 1.78% Hudson Portfolio Management LLC 3Y 1.56% Belleair Asset Management, LLC 1.38% Lantern Wealth Advisors, LLC 1.21% Kelman-Lazarov, Inc. 3Y 7Y 1.01% Ameritas Advisory Services, LLC 3Y 0.77% KERR FINANCIAL PLANNING Corp 0.51% TIAA TRUST, NATIONAL ASSOCIATION 0.39%

FAQ About Arbor Investment Advisors, LLC and STPZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arbor Investment Advisors, LLC reported owning STPZ?

Arbor Investment Advisors, LLC reported STPZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STPZ position in Arbor Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for STPZ was 0.68% in 2026 Q1.

What is the latest reported STPZ position on this page?

The most recent filing on this page is 2026 Q1, when Arbor Investment Advisors, LLC reported 96,423 shares, equal to 0.68% of portfolio, with an estimated market value of $5.2M.

What does the chart on this STPZ ownership page compare?

The chart compares Arbor Investment Advisors, LLC's quarterly STPZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arbor Investment Advisors, LLC time their STPZ position?

Based on 13F filing dates vs. subsequent STPZ price moves, Arbor Investment Advisors, LLC correctly timed 29 out of 49 reported position changes (59%). The annualised alpha on STPZ relative to SPY over the holding period was -10.0%.

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