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PIMCO 1-5 Year US TIPS Index Fund shares owned by CogentBlue Wealth Advisors

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

Historical chart of CogentBlue Wealth Advisors 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 CogentBlue Wealth Advisors 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 CogentBlue Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$275k	5.1k	54.18
2025-06-30	$273k	5.1k	53.81
2025-03-31	$274k	5.1k	54.02
2024-12-31	$265k	5.1k	52.30

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View all positions for CogentBlue Wealth Advisors

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

Morgan Stanley

Bank of Nova Scotia

Bleakley Financial Group

Wells Fargo & Company

Eagle Strategies

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

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

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