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PIMCO 1-5 Year US TIPS Index Fund shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $432k 8.2k 52.88
2024-06-30 $588k 11k 51.66
2024-03-31 $591k 12k 51.49
2023-12-31 $587k 12k 51.14
2023-09-30 $621k 12k 50.10
2023-06-30 $1.1M 22k 50.30
2023-03-31 $8.5M 166k 51.04
2022-12-31 $9.4M 188k 49.87
2022-09-30 $11M 228k 49.41
2022-06-30 $13M 242k 52.29
2022-03-31 $12M 211k 54.48
2021-12-31 $738k 13k 55.17
2021-09-30 $659k 12k 54.87
2021-06-30 $607k 11k 55.10
2021-03-31 $611k 11k 54.84
2020-12-31 $616k 11k 54.21
2020-09-30 $657k 12k 53.93
2020-06-30 $950k 18k 53.20
2020-03-31 $1.3M 24k 51.70
2019-12-31 $1.2M 23k 52.58
2019-09-30 $1.2M 23k 52.40
2019-06-30 $1.2M 23k 52.62
2019-03-31 $1.2M 23k 51.70
2018-12-31 $1.2M 23k 50.92

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

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

Morgan Stanley
Bank of America Corporation
Ameritas Advisory Services
CWM
Bleakley Financial Group
Tiaa Trust, National Association
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Bank of Nova Scotia
Kelman-Lazarov
Beacon Pointe Advisors
Envestnet Asset Management
Advisor Group Holdings
Susquehanna International

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