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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
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)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core Msci Eafe Etf Etf (IEFA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf (GLD)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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