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

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

Historical chart of EP Wealth Advisors investment in PIMCO 1-5 Year US TIPS Index Fund

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All positions including PIMCO 1-5 Year US TIPS Index Fund held by EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $167k 3.1k 53.34
2019-12-31 $259k 4.9k 52.43
2019-09-30 $351k 6.7k 52.47
2019-06-30 $418k 8.0k 52.56
2019-03-31 $549k 11k 51.74
2018-12-31 $865k 17k 50.86
2018-09-30 $1.3M 26k 51.31

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

Bank of America Corporation
Walled Lake Planning & Wealth Management
Ameritas Advisory Services
Bank of Nova Scotia
Morgan Stanley
IHT Wealth Management
Eagle Strategies
LPL Financial
Bleakley Financial Group
Wells Fargo & Company
Goldman Sachs Group
Great Valley Advisor Group
Royal Bank of Canada
Advisor Group Holdings
Kelman-Lazarov

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