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

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

Historical chart of HMV Wealth 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 HMV 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 HMV Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $577k 11k 54.18
2025-06-30 $573k 11k 53.81
2025-03-31 $576k 11k 54.02
2024-12-31 $557k 11k 52.30

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Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for HMV Wealth Advisors

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

Morgan Stanley
Bank of Nova Scotia
Bleakley Financial Group
Wells Fargo & Company
Eagle Strategies
Tiaa Trust, National Association
LPL Financial
3EDGE Asset Management
Kelman-Lazarov
Royal Bank of Canada
Advisor Group Holdings
Great Valley Advisor Group
IHT Wealth Management
Goldman Sachs Group
Arbor Investment Advisors

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