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PIMCO 1-5 Year US TIPS Index Fund shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in PIMCO 1-5 Year US TIPS Index Fund

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All positions including PIMCO 1-5 Year US TIPS Index Fund held by Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 4.2k 53.34

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

Bank of America Corporation
Walled Lake Planning & Wealth Management
Ameritas Advisory Services
Bank of Nova Scotia
Morgan Stanley
IHT Wealth Management
Eagle Strategies
LPL Financial
Bleakley Financial Group
Wells Fargo & Company
Goldman Sachs Group
Great Valley Advisor Group
Royal Bank of Canada
Advisor Group Holdings
Kelman-Lazarov

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