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PIMCO 1-5 Year US TIPS Index Fund shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $284k 5.3k 53.66

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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
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Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Faln Angls Usd (FALN)

View all positions for Breakwater Capital Group

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