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PIMCO 1-5 Year US TIPS Index Fund shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management investment in PIMCO 1-5 Year US TIPS Index Fund

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Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 340 51.20
2023-09-30 $18k 355 50.04
2023-06-30 $20k 400 50.31
2023-03-31 $23k 458 50.99
2022-12-31 $23k 457 49.90
2022-09-30 $23k 457 50.33
2022-06-30 $24k 455 52.75
2022-03-31 $25k 452 55.31
2021-12-31 $25k 451 55.43
2021-09-30 $25k 451 55.43
2021-06-30 $25k 449 55.68
2021-03-31 $25k 448 55.80
2020-12-31 $24k 448 53.57
2020-09-30 $24k 450 53.33
2020-06-30 $24k 450 53.33
2020-03-31 $23k 449 51.22
2019-12-31 $27k 517 52.22
2019-09-30 $36k 689 52.25
2019-06-30 $37k 712 51.97
2019-03-31 $47k 905 51.93
2018-12-31 $343k 6.8k 50.80
2018-09-30 $512k 10k 51.29
2018-06-30 $584k 11k 51.74
2018-03-31 $618k 12k 51.99
2017-12-31 $586k 11k 51.99
2017-09-30 $4.1M 79k 52.20
2017-06-30 $3.5M 66k 52.17
2017-03-31 $3.4M 65k 52.83
2016-12-31 $1.0k 18 55.56
2016-09-30 $1.0k 18 55.56
2016-06-30 $1.0k 18 55.56
2016-03-31 $1.0k 18 55.56
2015-12-31 $1.0k 18 55.56
2015-09-30 $953k 19k 51.58
2015-06-30 $965k 19k 52.23
2015-03-31 $959k 19k 51.91
2014-12-31 $883k 17k 51.71
2014-09-30 $812k 16k 52.53
2014-06-30 $832k 16k 53.55
2014-03-31 $828k 16k 52.96
2013-12-31 $989k 19k 52.89
2013-09-30 $992k 19k 53.05

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View all positions for Focused Wealth Management

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