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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.1M | 21k | 54.18 |
| 2025-06-30 | $1.3M | 24k | 53.81 |
| 2025-03-31 | $1.3M | 25k | 54.02 |
| 2024-12-31 | $79M | 1.5M | 52.48 |
| 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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