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PIMCO 1-5 Year US TIPS Index Fund shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $464k 8.6k 54.11

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

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

Bank of America Corporation
Morgan Stanley
Ameritas Advisory Services
Bank of Nova Scotia
Eagle Strategies
Bleakley Financial Group
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
Royal Bank of Canada
Elevation Capital Advisory
Great Valley Advisor Group
Kelman-Lazarov
Advisor Group Holdings
Tiaa Trust, National Association

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