PIMCO 1-5 Year US TIPS Index Fund shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of PIMCO 1-5 Year US TIPS Index Fund (STPZ) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in PIMCO 1-5 Year US TIPS Index Fund
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Quarterly reported holdings in PIMCO 1-5 Year US TIPS Index Fund by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $816k | 15k | 54.18 |
| 2025-06-30 | $810k | 15k | 53.81 |
| 2025-03-31 | $813k | 15k | 54.02 |
| 2024-12-31 | $784k | 15k | 52.30 |
| 2024-09-30 | $793k | 15k | 52.82 |
| 2024-06-30 | $775k | 15k | 51.64 |
| 2024-03-31 | $866k | 17k | 51.50 |
| 2023-12-31 | $894k | 18k | 51.15 |
| 2023-09-30 | $695k | 14k | 50.09 |
| 2023-06-30 | $1.8M | 36k | 50.30 |
| 2023-03-31 | $1.8M | 36k | 51.04 |
| 2022-12-31 | $481k | 9.7k | 49.87 |
Top funds holding PIMCO 1-5 Year US TIPS Index Fund
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