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PIMCO 1-5 Year US TIPS Index Fund shares owned by A. Montag and Associates

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates 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 A. Montag and Associates 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 A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $505k 9.4k 53.83

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for A. Montag and Associates

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

Ameritas Advisory Services
Bank of Nova Scotia
Eagle Strategies
Bleakley Financial Group
Wells Fargo & Company
Tiaa Trust, National Association
LPL Financial
Goldman Sachs Group
Kelman-Lazarov
Royal Bank of Canada
Advisor Group Holdings
Great Valley Advisor Group
Arbor Investment Advisors
Jane Street
Flow Traders US

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