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PIMCO 1-5 Year US TIPS Index Fund shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 36k 54.18
2025-06-30 $1.9M 36k 53.81
2025-03-31 $1.9M 36k 54.02
2024-12-31 $1.9M 36k 52.30
2024-09-30 $1.9M 36k 52.82

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

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