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

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

Historical chart of Grubman Wealth Management 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $549k 10k 52.83
2024-06-30 $776k 15k 51.64
2024-03-31 $783k 15k 51.50
2023-12-31 $825k 16k 51.15
2023-09-30 $814k 16k 50.09
2023-06-30 $1.7M 33k 50.30
2023-03-31 $1.9M 37k 51.05
2022-12-31 $2.0M 39k 49.97
2022-09-30 $2.2M 44k 49.40
2022-06-30 $3.9M 74k 52.29
2022-03-31 $5.5M 100k 54.48
2021-12-31 $6.4M 116k 55.39
2021-09-30 $7.2M 131k 54.86
2021-06-30 $7.3M 133k 55.06
2021-03-31 $7.3M 133k 54.84
2020-12-31 $7.4M 136k 54.18
2020-09-30 $7.5M 140k 53.90
2020-06-30 $9.0M 168k 53.19
2020-03-31 $8.7M 169k 51.71
2019-12-31 $9.9M 188k 52.58
2019-09-30 $9.2M 175k 52.42
2019-06-30 $9.0M 172k 52.62
2019-03-31 $8.8M 170k 51.71
2018-12-31 $8.9M 176k 50.92
2018-09-30 $2.9M 56k 51.31
2018-06-30 $2.9M 57k 51.76
2018-03-31 $3.0M 57k 51.99
2017-12-31 $2.9M 57k 51.95
2017-09-30 $2.9M 55k 52.20
2017-06-30 $2.8M 54k 52.16
2017-03-31 $3.0M 57k 52.84
2016-12-31 $3.2M 60k 52.47
2016-09-30 $6.7M 127k 52.69
2016-06-30 $12M 226k 52.84
2016-03-31 $12M 229k 52.35
2015-12-31 $12M 227k 51.57
2015-09-30 $12M 228k 51.57
2015-06-30 $12M 232k 52.22
2015-03-31 $12M 226k 51.90
2014-12-31 $12M 221k 51.73
2014-09-30 $12M 222k 52.54
2014-06-30 $12M 222k 53.57
2014-03-31 $11M 211k 52.94
2013-12-31 $10M 194k 52.90

More positions owned by Grubman Wealth Management

iShares Russell 1000 ETF Class Title (IWB)
iShares Russell 2000 ETF Class Title (IWM)
iShares 7-10 Year Treasury Bond ETF Class Title (IEF)
iShares MSCI EAFE ETF Class Title (EFA)
iShares Core US Aggregate Bond ETF Class Title (AGG)
Vanguard Mortgage-Backed Secs ETF Class Title (VMBS)
Invesco NASDAQ 100 ETF Class Title (QQQM)
iShares 0-5 Year TIPS Bond ETF Class Title (STIP)
Vanguard FTSE Developed Markets ETF Class Title (VEA)
Vanguard S&P 500 ETF Class Title (VOO)
Vanguard Small-Cap ETF Class Title (VB)
Vanguard Short-Term Corporate Bond ETF Class Title (VCSH)
iShares Core MSCI Emerging Markets ETF Class Title (IEMG)
iShares ESG Aware MSCI USA ETF Class Title (ESGU)
Vanguard Real Estate ETF Class Title (VNQ)

View all positions for Grubman Wealth Management

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