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

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

Historical chart of Herold Advisors 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 27k 52.82
2024-06-30 $1.3M 25k 51.64
2024-03-31 $1.2M 24k 51.50
2023-12-31 $1.1M 22k 51.15

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View all positions for Herold Advisors

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