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

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

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

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All positions including PIMCO 1-5 Year US TIPS Index Fund held by Grubman Wealth Management 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $825k 16k 51.15
2023-09-30 $814k 16k 50.09
2023-06-30 $1.7M 33k 50.30
2023-03-31 $1.9M 37k 51.05
2022-12-31 $2.0M 39k 49.97
2022-09-30 $2.2M 44k 49.40
2022-06-30 $3.9M 74k 52.29
2022-03-31 $5.5M 100k 54.48
2021-12-31 $6.4M 116k 55.39
2021-09-30 $7.2M 131k 54.86
2021-06-30 $7.3M 133k 55.06
2021-03-31 $7.3M 133k 54.84
2020-12-31 $7.4M 136k 54.18
2020-09-30 $7.5M 140k 53.90
2020-06-30 $9.0M 168k 53.19
2020-03-31 $8.7M 169k 51.71
2019-12-31 $9.9M 188k 52.58
2019-09-30 $9.2M 175k 52.42
2019-06-30 $9.0M 172k 52.62
2019-03-31 $8.8M 170k 51.71
2018-12-31 $8.9M 176k 50.92
2018-09-30 $2.9M 56k 51.31
2018-06-30 $2.9M 57k 51.76
2018-03-31 $3.0M 57k 51.99
2017-12-31 $2.9M 57k 51.95
2017-09-30 $2.9M 55k 52.20
2017-06-30 $2.8M 54k 52.16
2017-03-31 $3.0M 57k 52.84
2016-12-31 $3.2M 60k 52.47
2016-09-30 $6.7M 127k 52.69
2016-06-30 $12M 226k 52.84
2016-03-31 $12M 229k 52.35
2015-12-31 $12M 227k 51.57
2015-09-30 $12M 228k 51.57
2015-06-30 $12M 232k 52.22
2015-03-31 $12M 226k 51.90
2014-12-31 $12M 221k 51.73
2014-09-30 $12M 222k 52.54
2014-06-30 $12M 222k 53.57
2014-03-31 $11M 211k 52.94
2013-12-31 $10M 194k 52.90

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Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Grubman 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