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

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

Historical chart of AE Wealth Management 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 583 53.68
2025-09-30 $31k 578 54.18
2025-06-30 $31k 572 53.85
2025-03-31 $31k 564 54.06
2024-12-31 $30k 563 52.34
2022-09-30 $488k 9.9k 49.42

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Ishares Tr Rus Tp200 Gr Etf (IWY)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for AE Wealth Management

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

Bank of Nova Scotia
Eagle Strategies
Bleakley Financial Group
Wells Fargo & Company
Tiaa Trust, National Association
LPL Financial
3EDGE Asset Management
Kelman-Lazarov
Royal Bank of Canada
Advisor Group Holdings
Great Valley Advisor Group
IHT Wealth Management
Goldman Sachs Group
Arbor Investment Advisors
Envestnet Asset Management

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