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

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3k 82 52.83
2024-06-30 $4.2k 82 51.63
2024-03-31 $4.2k 82 51.50
2023-12-31 $4.2k 82 51.15
2023-09-30 $4.1k 82 50.09
2023-06-30 $4.1k 82 50.30

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

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

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

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