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PIMCO 1-5 Year US TIPS Index Fund shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 169k 51.50
2022-03-31 $986k 18k 54.49
2020-06-30 $480k 9.0k 53.15
2020-03-31 $400k 7.6k 52.44

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

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