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PIMCO 1-5 Year US TIPS Index Fund shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 56k 51.15
2023-09-30 $3.4M 67k 50.09
2023-06-30 $3.3M 66k 50.30
2023-03-31 $705k 14k 51.04
2022-12-31 $679k 14k 49.87
2022-09-30 $679k 14k 49.43
2022-06-30 $718k 14k 52.27
2022-03-31 $56k 1.0k 54.00
2021-12-31 $143k 2.6k 55.28
2021-09-30 $142k 2.6k 54.89
2021-06-30 $142k 2.6k 54.89
2021-03-31 $142k 2.6k 54.89
2020-12-31 $100k 1.8k 54.44
2020-09-30 $16k 300 53.33
2020-06-30 $120k 2.3k 53.33
2020-03-31 $127k 2.5k 51.84
2019-09-30 $128k 2.5k 52.24
2019-06-30 $182k 3.5k 52.75
2019-03-31 $178k 3.5k 51.59
2018-12-31 $194k 3.8k 50.85
2018-09-30 $242k 4.7k 51.33
2018-06-30 $244k 4.7k 51.75
2018-03-31 $162k 3.1k 52.01
2017-12-31 $320k 6.2k 51.99
2017-09-30 $248k 4.8k 52.16
2016-03-31 $4.0k 72 55.56

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
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Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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