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PIMCO 1-5 Year US TIPS Index Fund shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 25k 52.82
2024-06-30 $1.4M 26k 51.64
2024-03-31 $1.3M 25k 51.15
2023-09-30 $994k 20k 50.09
2023-06-30 $999k 20k 50.30
2023-03-31 $925k 18k 51.04

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

Bank of America Corporation
Ameritas Advisory Services
CWM
Bleakley Financial Group
Wells Fargo & Company
LPL Financial
Tiaa Trust, National Association
Royal Bank of Canada
Bank of Nova Scotia
Kelman-Lazarov
3EDGE Asset Management
Beacon Pointe Advisors
Envestnet Asset Management
Advisor Group Holdings
Susquehanna International

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