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PIMCO 1-5 Year US TIPS Index Fund shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in PIMCO 1-5 Year US TIPS Index Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO 1-5 Year US TIPS Index Fund held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 444 51.15
2023-09-30 $4.4k 89 49.98
2023-06-30 $13k 266 50.38
2023-03-31 $4.5k 89 50.92

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View all positions for Cape Investment Advisory

Top funds holding PIMCO 1-5 Year US TIPS Index Fund

Morgan Stanley
Bank of America Corporation
Ameritas Advisory Services
Sawtooth Asset Management
Simplicity Wealth
Bleakley Financial Group
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Tiaa Trust, National Association
Bank of Nova Scotia
Pasadena Private Wealth
Susquehanna International
Kelman-Lazarov
Beacon Pointe Advisors

View all funds holding PIMCO 1-5 Year US TIPS Index Fund