Breakwater Investment Management »

PIMCO 1-5 Year US TIPS Index Fund shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment 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 Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $463k 9.0k 51.64
2024-03-31 $466k 9.0k 51.50

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

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

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

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