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PIMCO 1-5 Year US TIPS Index Fund shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth 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 Delap Wealth 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 Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $523k 10k 51.15
2023-09-30 $256k 5.1k 50.09
2023-06-30 $257k 5.1k 50.30
2023-03-31 $281k 5.5k 51.04

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

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

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